Finova supports role-based access so each team member only sees what they need to.
1
Go to Settings → Team Members in your dashboard.
2
Click Invite Member and enter their email address.
3
Select a role for the member:
- Admin — Full access to all features and settings
- Accountant — Access to reports, ledgers, and financial data
- Sales — Can create invoices and manage customers only
- Viewer — Read-only access to reports
4
Click Send Invite. They'll receive an email to join your workspace.
💡Tip: On the Professional plan you can invite up to 10 members. Enterprise has no limit.
âš ï¸Note: Removing a team member does not delete their work. All entries they created remain in your books.