How to Invite Team Members and Accountants in Papertools.app | Roles & Permissions
Learn how to invite team members and accountants to your Papertools workspace, choose the right role, and review the permissions they’ll have.
In this step-by-step Papertools Academy guide, you’ll learn how to:
• Open Team settings in your workspace
• Review current members and pending invitations
• Invite a team member or accountant by email
• Choose the role that matches the access they need
• Send, copy, or revoke a pending invitation
• Review invitation default settings
• Compare Owner, Admin, Member, and Viewer permissions
• See how the invitation looks to the recipient
• Join the workspace by creating an account or signing in
Only invite people you trust, and always choose the role that matches the access they need.
Papertools keeps the people helping with your business in one workspace while giving you clear control over roles and permissions.
Simple on the surface. Proper bookkeeping underneath.
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https://papertools.app
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CHAPTERS
00:00 What you’ll learn
00:14 Open Settings and Team
00:28 Review members and invitations
00:44 Invite an accountant
00:55 Enter the email and send the invitation
01:05 Review settings and permissions
01:24 Open and accept the invitation
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