TEAM ACCESS & PERMISSIONS

Give Your Team the Access They Need — Nothing More, Nothing Less.

Accoru's role-based team access lets you add team members, accountants, and business partners to your account with precisely the level of access their role requires. Your financial data stays secure. Your team stays productive. Everyone sees exactly what they need to see.

Get Started — Try Accoru Today
Role-Based PermissionsNo Per-User FeesFull Audit TrailAccountant Access Included

Sharing Your Accounting Access Shouldn't Mean Sharing Everything

When a small business grows beyond a single founder, financial information needs to be shared — with a business partner who needs visibility, a bookkeeper who needs to categorize expenses, a team member who needs to create invoices, or an accountant who needs to review reports and prepare tax filings. But sharing financial access is not without risk. Giving everyone full administrative access to your accounting platform means anyone can change settings, delete records, modify invoices, or access sensitive financial information they have no business seeing. Most accounting platforms handle this poorly — offering either full access or no access, with little nuance in between. The result is that businesses either share too much access and create security risks, or share too little and create workflow bottlenecks. Accoru's role-based permission system gives you precise control over what every team member can see and do — so your data stays secure, your workflows stay efficient, and every person on your team has exactly the access their role requires.

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Security Risks From Oversharing

Giving every team member full administrative access creates unnecessary security risks. A disgruntled employee, a careless action, or a compromised account can do significant damage when access is unrestricted.

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Workflow Bottlenecks From Undersharing

When only one person has access to the accounting platform, everything funnels through them — creating bottlenecks, delays, and a single point of failure that slows the entire business down.

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Per-User Fees That Punish Growth

Many accounting platforms charge per user — meaning every new team member you add comes with an additional monthly cost. Accoru includes team access in every plan with no per-user fees.

Flexible, Secure Team Access for Every Role

Accoru's team access tools give you the control to share your accounting platform confidently — with the right people, at the right level, with a complete record of everything they do.

02

Invite Team Members in Seconds

Adding a new team member to your Accoru account takes seconds. Enter their email address, select their role, and send the invitation. They receive a professional invitation email with a link to set up their own secure password and access the account. No IT involvement required. No complicated setup process. From invitation sent to team member active takes under two minutes — and their access is configured automatically based on the role you assigned.

  • Email invitation system
  • Role selected at invitation
  • Professional invitation email
  • Secure password setup for new user
  • Invitation expiry (link expires after set period)
  • Resend invitation option
  • Cancel pending invitation
  • Invitation status tracking (pending, accepted)
03

Accountant Access — Built for Professional Relationships

The Accountant role in Accoru is specifically designed for the professional accountant-client relationship. Your accountant gets access to everything they need — financial reports, bank reconciliation, journal entries, trial balance, tax reports, and the general ledger — without access to anything they should not have, such as your billing details, team management settings, or client communication tools. Invite your accountant once and they have everything they need to advise, review, and file — without calling you for reports or access every time they need something.

  • Full financial report access
  • Bank reconciliation access
  • Journal entry access
  • Tax report access
  • General ledger access
  • Trial balance access
  • Expense management access
  • No billing settings access
  • No team management access
  • No client communication access
  • Accountant can export all reports
  • Accountant can add journal entries
04

Complete Audit Trail Per User

Every action taken by every team member in your Accoru account is recorded in a complete, immutable audit trail — what they did, when they did it, and from which device. Created an invoice, edited an expense, deleted a client, changed a payment record — every action is logged with a timestamp and the user's identity. Review the audit trail at any time to understand what has changed, identify errors, resolve disputes, or demonstrate due diligence in your financial management.

  • Every user action logged
  • Timestamp per action
  • User identity per action
  • Device and IP address logged
  • Action type recorded (create, edit, delete, view)
  • Record affected recorded
  • Filter audit log by user, action type, date
  • Export audit log
  • Immutable — cannot be edited or deleted
05

Two-Factor Authentication Per User

Every user on your Accoru account can enable two-factor authentication — adding a second layer of security that requires a one-time code from an authenticator app in addition to a password at login. As the account owner, you can require two-factor authentication for all team members — ensuring that even if a password is compromised, unauthorized access to your financial data is prevented. Security is not just your responsibility as the account owner — it is enforced at the individual user level.

  • Two-factor authentication per user
  • Authenticator app support (Google Authenticator, Authy)
  • Require 2FA for all users (account-level setting)
  • 2FA status visible per team member
  • Recovery codes for locked-out users
  • Admin can reset 2FA for team members
  • Login attempt log per user
  • Suspicious login alerts
06

Remove & Manage Team Members Instantly

When a team member leaves your business, removing their access to your financial data should be immediate and complete. Accoru lets you deactivate any team member's account instantly — revoking all access from that moment forward. All their historical activity remains visible in the audit log. All records they created remain intact. Their access ends immediately — no delays, no lingering permissions, no security gaps. Reinstate access at any time if circumstances change.

  • Instant account deactivation
  • Complete access revocation on deactivation
  • Historical activity preserved
  • Records created by deactivated user preserved
  • Reinstate deactivated user
  • Transfer record ownership on removal
  • Deactivation logged in audit trail
  • Deactivated user list (for reference)
07

No Per-User Fees

Adding team members to Accoru costs nothing extra. Whether you have one user or ten, the price of your Accoru subscription is the same. No per-user fees. No additional seats to purchase. No pricing that punishes you for building a team. Every person who needs access to your accounting platform can have it — at no additional cost.

  • Unlimited team members
  • No per-user fees
  • No seat limits
  • All roles available on every plan
  • Add and remove users freely
  • No billing impact from team changes

What Each Role Can Access

FeatureAdminAccountantStaffView Only
Create & Send Invoices✅❌✅❌
Create & Send Quotes✅❌✅❌
Record Expenses✅✅✅❌
Manage Clients✅❌✅❌
Bank Reconciliation✅✅❌❌
Journal Entries✅✅❌❌
Financial Reports✅✅❌✅
Tax Reports✅✅❌✅
Dashboard View✅✅✅✅
Account Settings✅❌❌❌
Team Management✅❌❌❌
Billing Settings✅❌❌❌
Audit Log✅✅❌❌
Delete Records✅❌❌❌

How Accoru Team Access Works

Add your team in minutes — with exactly the right access for every role.

  1. Step 1

    Go to Team Settings

    Open your Accoru account settings and navigate to the Team section. You will see a list of current team members, their roles, and their access status — and an Invite Team Member button.

  2. Step 2

    Send an Invitation

    Enter the team member's email address, select their role — Admin, Accountant, Staff, or View Only — and send the invitation. They receive a professional email with a link to accept and set up their secure password.

  3. Step 3

    They Log In and Get to Work

    The new team member clicks the invitation link, creates their password, and logs into Accoru. Their dashboard and navigation reflect their role — they see exactly what they need to see and nothing else.

  4. Step 4

    Monitor & Manage

    Review your team list at any time — see who is active, what role they have, when they last logged in, and what actions they have taken. Change roles, deactivate accounts, or add new team members as your business evolves.

Accoru Team Access vs The Competition

FeatureAccoruQuickBooksFreshBooksWave
Multiple User Roles✅✅✅❌
Role-Based Permissions✅✅⚠️ Limited❌
Accountant Role✅✅✅❌
Audit Trail Per User✅✅❌❌
Two-Factor Authentication✅✅❌❌
No Per-User Fees✅❌❌✅
Instant Access Revocation✅✅✅❌
Custom Role Creation✅⚠️ Limited❌❌
Login History Per User✅✅❌❌
Require 2FA for All Users✅✅❌❌

What Small Business Owners Say About Accoru Team Access

“I was nervous about giving my bookkeeper access to our accounting platform because I did not want her to see our billing details or be able to change settings. The Accountant role in Accoru gives her exactly what she needs — reports, reconciliation, journal entries — and nothing else. It works perfectly.”
David L. · Agency Owner
“We have three people creating invoices and recording expenses. With other software we were either all sharing one login — which was a security nightmare — or paying per user, which was expensive. Accoru gives everyone their own secure login at no extra cost. It is exactly how it should work.”
Emma S. · Retail Business Owner
“When we had to let a staff member go, I revoked their Accoru access immediately from my phone before they even left the building. That kind of instant access control gives me real peace of mind about the security of our financial data.”
Michael R. · Construction Company Owner

Team Access & Permissions FAQ

How many users can I add to my Accoru account?

There is no limit on the number of users you can add to Accoru. Add as many team members, accountants, and business partners as your business needs — at no additional cost.

Does Accoru charge per user?

No. Accoru includes team access in every plan with no per-user fees. Whether you have one user or ten, the price of your subscription does not change based on the number of team members you add.

What roles are available in Accoru?

Accoru includes four built-in roles — Admin (full access), Accountant (financial management access), Staff (invoicing and expense access), and View Only (read-only access). Custom roles can also be created for businesses with specific access requirements.

Can I give my accountant access without sharing my billing details?

Yes. The Accountant role gives your accountant access to everything they need — financial reports, bank reconciliation, journal entries, tax reports, and the general ledger — without access to your billing settings, team management, or client communication tools.

Can I see what each team member has done in my account?

Yes. Accoru maintains a complete, immutable audit trail of every action taken by every team member — what they did, when, and from which device. Filter the audit log by user, action type, or date range at any time.

How do I remove a team member's access when they leave?

Go to your Team settings, find the team member, and click Deactivate. Their access is revoked immediately — from that moment they cannot log in to your Accoru account. All records they created remain intact and their historical activity remains visible in the audit log.

Is two-factor authentication available for team members?

Yes. Every user on your Accoru account can enable two-factor authentication individually. As the account owner, you can require two-factor authentication for all team members — ensuring every login is secured with a second factor regardless of individual preference.

Can I change a team member's role after they have been added?

Yes. Change any team member's role at any time from your Team settings. The change takes effect immediately — their access adjusts to the new role from the next time they interact with the platform.

Team Access Works Better With These Features

Security

Two-factor authentication, 256-bit encryption, and role-based permissions work together to keep your financial data secure at every level.

Learn more

Accountant Access

The Accountant role is specifically designed for professional accountant relationships — giving your accountant everything they need and nothing they should not have.

Learn more

Financial Reports

Team members with Accountant or View Only roles can access your financial reports — giving stakeholders the visibility they need without the ability to make changes.

Learn more

Invoicing

Staff role team members can create and send invoices on behalf of the business — keeping your billing process running smoothly without requiring admin access.

Learn more

Expense Tracking

Staff and Accountant role team members can record and categorize expenses — distributing the expense management workload across your team efficiently.

Learn more

Build Your Team. Keep Your Data Secure.

Growing a business means sharing responsibility — including financial responsibility. Accoru's role-based team access makes sharing your accounting platform safe, controlled, and efficient — so every team member has exactly the access their role requires, your financial data stays secure, and your business keeps moving.

Get Started — Try Accoru Today

Role-based permissions · No per-user fees · Full audit trail · Two-factor authentication · Cancel anytime