Skip to main content
Right now, you’re the only one who can access client accounts. If you’re sick, on vacation, or just swamped — nobody else can step in. That’s a bottleneck you don’t need. Add your team to the firm account. Each person gets their own login with appropriate access levels — bookkeepers see transactions, senior staff can make entries, admins manage settings. You stay in control while spreading the work.

​
Team member roles

​
Invite a team member

1

Go to Firm Settings

Click your firm name in the sidebar, then Settings → Team.
2

Click Invite

Click Invite Team Member.
3

Enter details

Add their:
  • Email address
  • Name
  • Role
4

Assign clients

Select which clients they can access. You can assign all clients or specific ones.
5

Send invitation

Click Send Invite. They’ll receive an email with a link to set up their account.

​
Managing team access

​
Change someone’s role

  1. Go to Firm Settings → Team
  2. Click on the team member
  3. Change their role
  4. Click Save

​
Change client assignments

  1. Go to Firm Settings → Team
  2. Click on the team member
  3. Update their Assigned Clients
  4. Click Save

​
Remove a team member

  1. Go to Firm Settings → Team
  2. Click on the team member
  3. Click Remove from Firm
Their access is revoked immediately. Their activity history is retained for audit purposes.

​
Role permissions

​
Firm Admin

  • Access all clients
  • Manage team members
  • Modify firm settings
  • Manage billing
  • White-label configuration

​
Senior Accountant

  • Full access to assigned clients
  • Run reports
  • Make journal entries
  • Approve transactions
  • Cannot modify firm settings or billing

​
Bookkeeper

  • View and categorize transactions
  • Reconcile accounts
  • Request documents
  • Cannot make journal entries or access sensitive data

​
Viewer

  • Read-only access
  • View reports
  • Cannot make any changes

​
Two-factor authentication

We recommend requiring 2FA for all team members:
  1. Go to Firm Settings → Security
  2. Enable Require 2FA for all team members
  3. Team members will be prompted to set up 2FA on their next login

​
Activity logging

All team member activity is logged:
  • Who accessed which client
  • What changes were made
  • When actions occurred
View logs in Firm Settings → Activity Log.
Activity logs are retained for 7 years for compliance purposes.

​
Seat limits

Your firm plan includes a certain number of team seats: Need more seats? Upgrade your plan or contact us for custom pricing.

Add your first client

Start managing a client in Pluvel.