Team and roles
Invite staff and your accountant to Invoa, choose what each role can do — owner, admin, member, accountant or viewer — and switch between companies.
Each company in Invoa has its own team. You invite people by email and give each a role that decides what they can see and do. One sign-in can belong to several companies, with a different role in each.
Invite someone
Owners and admins can invite. Each plan includes a number of people: 1 on Free, up to 3 on Core, unlimited on Pro. Your accountant never counts, so a Free company can still invite one. Settings → Team shows how many seats are used.
- Open Settings → Team.
- Click Invite someone.
- Enter their Email and choose a Role.
- Click Send invitation.
They receive an email with a link that works for 48 hours. To accept, they sign in or create an Invoa account with the same email address, then click Accept invitation.
Unaccepted invitations are listed under Pending invitations. Click Cancel to withdraw one.
Roles
| Role | In short |
|---|---|
| Owner | Full control, including the plan. The person who created the company. |
| Admin | Everything except the plan and ownership. |
| Member | Create and issue documents, record payments. |
| Accountant | Read everything, reconcile bank statements, export journals, lock periods. Cannot issue. |
| Viewer | Read-only. |
What each role can do
| Task | Owner | Admin | Member | Accountant | Viewer |
|---|---|---|---|---|---|
| See documents, contacts, payments, reports | Yes | Yes | Yes | Yes | Yes |
| Create, issue and send quotations and invoices | Yes | Yes | Yes | — | — |
| Record payments, confirm transfer claims | Yes | Yes | Yes | Only by matching a bank line | — |
| Import bank statements, match lines, bank rules | Yes | Yes | Yes | Yes | — |
| Submit invoices to LHDN | Yes | Yes | Yes | — | — |
| Add and remove attachments | Yes | Yes | Yes | — | — |
| Download report CSVs and journal exports | Yes | Yes | Yes | Yes | — |
| Accountant console exports and period locks (company on Pro) | Yes | Yes | — | Yes | — |
| Void issued documents | Yes | Yes | — | — | — |
| Change settings (company, numbering, templates, reminders, payments, e-invoice profile) | Yes | Yes | — | — | — |
| Invite people and change roles | Yes | Yes | — | — | — |
| Import data and export all company data | Yes | Yes | — | — | — |
| Start the Pro trial and change the plan | Yes | — | — | — | — |
The accountant role is made for an outside accountant, company secretary or tax agent. See For accountants.
Change a role or remove someone
Owners and admins manage the Members list in Settings → Team.
- Change a role: pick the new role in the person's row. The change applies straight away.
- Remove: click Remove and confirm. They lose access to this company immediately; their account and their access to other companies stay.
You cannot change your own role or remove yourself, and the owner's role cannot be changed here. A company always keeps at least one owner. To hand ownership to someone else, email hello@invoa.io from the owner's address.
Several companies
If you run more than one business — say Cempaka Studio and Teratai Biru Ventures Sdn. Bhd. — each is a separate company in Invoa with its own contacts, documents, numbering, e-invoice profile, team and plan.
Switch company
- Click the company name in the bar at the top of the app (Switch company).
- Pick the company. The current one is marked Active.
Everything you see and do then applies to that company only.
Add a company
- Open the company switcher.
- Click Add company.
- Enter the Company name. The Workspace URL fills in from it; change it if you like.
- Click Create company.
You become the owner of the new company. The Free and Core plans cover one company; Pro covers up to three. See Plans, trial and billing.
Related
Something unclear or out of date? Tell us at hello@invoa.io and we'll fix the page.