Inviting and Managing Team Members
Add staff to your MoniePilot account, assign roles, and control which modules each person can access.
Sending an invitation
Go to Settings and open the Team Members tab. Click "Invite member," enter the person's email address, choose their role (Owner, Admin, or Member), and select which modules they can access. An invitation email is sent immediately.
Understanding roles
Owner has full access to everything including billing and danger-zone actions. Admin can manage team members and settings but cannot change billing. Member can only access the modules you explicitly enable for them. Assign the minimum role needed for each person.
Module-level access control
For Member-role users you can toggle access per module — for example, give a cashier access to POS only, or give an accountant access to Expenses, Accounting, and Invoices without touching HRM or CRM. Changes take effect immediately on their next page load.
Removing a team member
In the Team Members list, click the options menu next to a member and select Remove. Their session is invalidated immediately. Their past transactions and records are preserved.
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