Skip to main content
You shouldn’t be the only person who can categorize transactions, send invoices, or run payroll. But you also don’t want your part-time assistant to have access to your bank accounts and tax filings. Pluvel lets you invite team members with specific roles — from read-only viewers who can see reports, to admins who can do almost everything. Everyone gets their own login, and you control exactly what they can access.

​
Roles

RoleAccess level
OwnerFull access including billing and ownership transfer
AdminFull access except billing and ownership
MemberDay-to-day features (transactions, invoices, bills)
ViewerRead-only access to reports and data
AccountantSpecial role for external accountants

​
Role permissions

PermissionOwnerAdminMemberViewerAccountant
View dashboard✓✓✓✓✓
View reports✓✓✓✓✓
Manage transactions✓✓✓—✓
Create invoices✓✓✓——
Run payroll✓✓✓——
Manage team✓✓———
Company settings✓✓———
Billing✓————
Transfer ownership✓————

​
Invite a team member

1

Go to Settings → Team

Click Settings in the sidebar, then Team.
2

Click Invite Member

Click the Invite Member button.
3

Enter their details

  • Email address — They’ll receive an invitation here
  • Role — Select appropriate access level
  • Name (optional) — For your reference
4

Send invitation

Click Send Invite. They receive an email with a link to join.
The invitation is valid for 7 days. You can resend if it expires.

​
Managing team members

​
Change someone’s role

  1. Go to Settings → Team
  2. Click on the team member
  3. Select new role from dropdown
  4. Save

​
Remove someone

  1. Go to Settings → Team
  2. Click on the team member
  3. Click Remove
  4. Confirm
They immediately lose access. Their past actions remain in the audit log.

​
Transfer ownership

To transfer ownership to another person:
  1. Ensure they’re already a team member (Admin level)
  2. Go to Settings → Team
  3. Click on their profile
  4. Click Transfer Ownership
  5. Confirm with your password
Ownership transfer is permanent. You’ll become an Admin and lose billing access.

​
Inviting your accountant

For external accountants or bookkeepers:
  1. Invite them with the Accountant role
  2. They get access to:
    • All financial data and reports
    • Transaction categorization
    • Bank reconciliation
  3. They can’t access billing or team settings
If your accountant manages multiple clients, they can use Firm Mode instead.

​
Team activity log

See what team members have done:
  1. Go to Settings → Team → Activity Log
  2. View actions by team member
  3. Filter by date range or action type
Logged actions include:
  • Invoices created/sent
  • Transactions categorized
  • Settings changed
  • Reports exported

​
Security best practices

Each team member should use a unique, strong password. Consider requiring password managers.
Strongly recommend all team members enable two-factor authentication. Admins can require it for the whole team.
Quarterly, review who has access. Remove people who no longer need it.
Don’t give everyone Admin access. Use the minimum role needed for their job.

Company settings

Configure company preferences.

Firm Mode

For accountants managing multiple clients.