Invite Your Team | Kick Docs

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.

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.
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.

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

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.