Invite your team

Add colleagues to your organization as admins or members, manage their roles, and remove access when someone leaves.

Send an invitation

Owners and admins can invite people from the Team page:

Enter their Email address and choose a Role — Admin or Member.
Select Send invite. An email is sent with a link to join.
The link is also shown once on screen with Copy invite link. Copy it now if you’d rather send it yourself — it can’t be shown again.

Invitation links work once and expire after seven days. They can only be accepted by someone signed in with the address you invited, so a forwarded link won’t let anyone else in.

Manage roles

Under Members, change anyone’s role from the role picker, or select Remove to take away their access. Under Pending invitations, select Revoke to cancel an invitation that hasn’t been accepted.

A few rules keep an organization from locking itself out:

Ownership can’t be granted by invitation.
The last owner can’t be demoted or removed.
Only an owner can change or remove another owner.
You can’t change your own role or remove yourself from the Team page.

See Roles and permissions for what each role can do.

Working with an outside advisor?

You don’t need to add your accountant or fractional CFO to your organization. If they use Pocket-Advisor, you can share just one company with their firm instead — see Share a company with your advisor.