Add team members to your business

Most businesses aren’t run by just one person. You might work with a partner, a colleague, a bookkeeper, or an accountant.

stub is built to support the way you actually work. You can invite other people to your business and work together. We know it takes a village to build a business - they're your team.

Team roles explained

Each person you add to your business is assigned a role that controls what they can access.

Owner

Owners have full access to the business. They can:

• View and edit all data
• Link and manage bank accounts
• Add or remove members
• Delete the business

This role is typically used for the primary decision maker in your business. This is the highest level of access.

Editor

Editors can access and edit all data, but:

• Cannot add, link or delete bank accounts
• Cannot add, change or remove team members
• Cannot delete the business

This role is for people who need access to the accounting without full control.

How to add someone

You can add other users to your business from the Team section.

• Go to Settings -> Team in the navigation bar.
• Click + Member.
• Enter the member’s email address and name.
• Click Add.

The new member will receive an email invitation to join your business. By default, they are added as an editor. Once they've joined you can change them to an owner if you need.

How to manage team members

You can change a team member’s role or remove them at any time.

• Navigate to Settings -> Team
• Click on the team member
• Select a new role or remove them from the business

Less admin. Fewer logins. More time running your business.