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
Go to Settings, Company Settings, then Members
Click +Add member in the top-right corner.
Enter their email address.
Add their name and phone number (optional but recommended).
Choose their role and permissions.
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:
Follow the normal process mentioned above in order to add them.
Tick the box This person is an external Accountant/Bookkeeper
This connects your account to their practice automatically.
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.