invite your team.md

Invite Your Team

You can invite anyone to your Kick workspace - your accountant, bookkeeper, business partner, or office manager. All plans include unlimited members at no extra cost.

Invite someone

  1. Go to Settings → Members
  2. Click Add member
  3. Enter their email address
  4. Select their role
  5. Choose which entities they should have access to
  6. Click Send invite

They'll receive an email with a link to access your workspace. If they're already on Kick, they'll sign in with their existing account.

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Roles

Role What they can do
Admin Full access to every entity. Manages team members, entities, accounting settings, and can view and manage billing.
Member Access to assigned entities only. Reviews reports and transactions, uploads documents, connects bank accounts, and creates tasks, but cannot change accounting settings or manage team members.
Accountant Access to assigned entities only. Does everything a Member can, plus manages team members and edits the chart of accounts, locks, and accounting settings. You can limit their access to specific entities.

Admin gives full control of your workspace, including managing team members, entities, and accounting settings. Admins automatically have access to all current and future entities.

Member suits a business partner, office manager, or collaborator who works in the books for specific entities. Members can review reports and transactions, upload documents, connect bank accounts, and create tasks, but cannot change accounting settings or manage team members.

Accountant suits a bookkeeper or outside accountant. Accountants can do everything a Member can, plus manage team members and edit the chart of accounts, categories, locks, and settings. You can limit their access to specific entities.

Update or remove access

  1. Go to Settings → Members
  2. Click the ⋯ menu next to their name
  3. Select Configure permissions to change their role or entity access, or Remove from workspace to revoke access

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FAQs

Can I invite multiple people?

Yes - you can add as many members as you need. All plans include unlimited members.

How do I resend an invite?

Go to Settings → Members, find the person with a pending invite, click ⋯ → Resend invite.

Can team members see my personal accounts?

Only if you give them access to the Personal entity when inviting them. You can scope entity access per member.