> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite Team Members

> Add your staff to your firm account.

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

| Role                  | Access                                                      |
| --------------------- | ----------------------------------------------------------- |
| **Firm Admin**        | Full access to all clients and firm settings                |
| **Senior Accountant** | Full access to assigned clients, can't modify firm settings |
| **Bookkeeper**        | Transaction access to assigned clients                      |
| **Viewer**            | Read-only access to assigned clients                        |

## Invite a team member

<Steps>
  <Step title="Go to Firm Settings">
    Click your firm name in the sidebar, then **Settings → Team**.
  </Step>

  <Step title="Click Invite">
    Click **Invite Team Member**.
  </Step>

  <Step title="Enter details">
    Add their:

    * Email address
    * Name
    * Role
  </Step>

  <Step title="Assign clients">
    Select which clients they can access. You can assign all clients or specific ones.
  </Step>

  <Step title="Send invitation">
    Click **Send Invite**. They'll receive an email with a link to set up their account.
  </Step>
</Steps>

## 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**.

<Info>
  Activity logs are retained for 7 years for compliance purposes.
</Info>

## Seat limits

Your firm plan includes a certain number of team seats:

| Plan         | Seats included |
| ------------ | -------------- |
| Firm Starter | 3 seats        |
| Firm Growth  | 10 seats       |
| Firm Scale   | Unlimited      |

Need more seats? Upgrade your plan or contact us for custom pricing.

<Card title="Add your first client" icon="building" href="/accountants/add-client">
  Start managing a client in Pluvel.
</Card>