Roles and permissions at an accounting firm

An accounting-firm account lets you invite team members with one of four permission levels. This article applies only to firm accounts — a sole-proprietorship account supports one person and doesn’t have this feature.

Permission levels

Level	Scope
Owner	Full access plus billing with Atestio. One per account — the owner’s access can’t be revoked, since they’re responsible for the account.
Admin	Full access, including inviting team members and revoking others’ access.
Standard	Day-to-day work: issuing invoices, editing clients. No team management.
View only	Viewing data, with no right to make any changes.

How to invite a team member

1. Open Settings or Dashboard → Accounting firm team.
2. Choose Invite team member.
3. Enter their email address and permission level.
4. Send the invitation. The invitee receives an email with a link — the invitation’s status shows as “Pending” until it’s accepted.

The number of seats for team members depends on the chosen plan — see Plan and billing. Once the limit is used up, inviting another person requires changing the plan.

How to revoke access

On the team list, next to a team member, there’s a Revoke access option. Revoking is immediate — the team member’s session ends right away, and the action can’t be undone. The account owner’s access can’t be revoked.

What’s next

• Settings overview
• Getting started