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Invite company team members

Learn how to add team members to your Apron account and assign appropriate roles and permissions.

Liza avatar
Written by Liza
Updated over a week ago

Adding team members to your Apron account streamlines your AP workflow, because when everyone knows their role, payments are a breeze.

Who can add members

Only users with Admin or Owner roles can invite new team members to your company account.

To add a new team member

  1. Go to Settings, then Members

  2. Click +Add member in the top-right corner.

  3. Enter their email address.

  4. Add their name and phone number (optional but recommended).

  5. Choose their role and permissions.

  6. Click Add member

What happens next

  • The new member receives an email invitation.

  • They'll be prompted to create their account or sign in.

  • Once they accept, they'll have access based on their assigned role.

  • You can modify their permissions anytime.

Adding external accountants or bookkeepers

If you're adding someone from an accounting practice:

  1. Follow the normal process mentioned above in order to add them.

  2. Tick the box This person is an external Accountant/Bookkeeper

  3. This connects your account to their practice automatically.

  4. They'll manage your account from their practice dashboard.

Information to collect

When adding a new member, we’ll ask for some information.

Required:

  • Email address (must be unique for each member).

Optional but recommended:

  • Full name (for easier identification).

  • Phone number (for WhatsApp document submissions).

Best practices for inviting members

  • Use their business email addresses wherever possible.

  • Provide clear role descriptions when inviting.

  • Start with minimal permissions and increase as needed.

  • Keep a record of who has access to what.

  • Review team access regularly (especially as team members move positions or leave the company).

Team size considerations

  • Small teams – Keep Admin roles limited for tighter security.

  • Growing teams – Use different roles to distribute responsibilities.

Common scenarios

Not sure which role to assign a team member? Start here.

  • New employee – Start with the Employee role, and upgrade as needed.

  • Bookkeeper – Choose the Bookkeeper role with document access.

  • Finance manager – Consider the Admin role for full access.

  • External accountant – Mark as external; they'll manage from their practice.

Getting help

Need help adding team members or have questions about roles? Contact [email protected]. We'll help you set up the right access controls for your team.

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