Invite your team

Open the business team settings and invite each person with their own email address. Assign the minimum role and permissions needed for their work. Avoid shared accounts because individual access makes approvals and audit activity easier to understand.

Review pending invitations and remove access promptly when a team member no longer works with the business.

Invitation role integrity

No role is preselected in the invitation form. Review the invitee's email, selected role, application workspace, and key permissions before sending. The pending invitation, email, acceptance page, and final membership all retain that exact role identity. No role is silently substituted with Accountant, Viewer, or another default.

If the selected role is removed or its module becomes inactive before acceptance, SikaBooks blocks acceptance instead of assigning a fallback role. Cancel the invitation, enable or correct the intended role, and send a new invitation. Existing assignments are preserved when a module is disabled, but that role is inactive and unavailable for new assignments until the module is enabled again. Permission caches are cleared after a role change; refresh or reopen a page that was already loaded before the change.