How do we change our Primary Admin or treasurer?
Hand the Primary Admin role to another member, or add a second Primary Admin. Nothing changes until they accept.
How do we give board members or auditors view-only access?
Add board members as Viewers, give auditors time-limited access, or share a single report without giving app access.
How do I invite or remove someone?
Primary Admins and Admins invite people by email in Members, and remove them there too. Access ends immediately.
What can each role do?
What Primary Admins, Admins, Bookkeepers, Approvers, Viewers and Auditors can each see and do.