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Invite people to a finerd business space with a link, and choose a role for each person. Roles control what they can do in the finerd app, from viewing transactions to managing the team and billing. Manage invitations, roles and paid seats on the web. iOS shows the member list; Android doesn’t have member-management controls. You need the Owner or Admin role to manage members. Business access uses the business space’s own subscription and paid seats; your Personal space’s Pro subscription doesn’t cover the team.

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Open the member list

First, switch to your business space. Personal spaces use family access, not business members.
Select your profile at the bottom of the sidebar, open the settings icon, then select Space members. The list shows each person’s name, role and status, along with invitations that haven’t been accepted.

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Invite a teammate

On the web:
  1. In Space members, select Invite member.
  2. If the space is on a trial, finerd opens a subscription offer before showing the invitation form. Review the plan and price shown before you continue. On an active plan, if all paid seats are in use, add seats first; see Paid seats.
  3. Enter the person’s Full name. This is a name for the invitation, not an email-address field.
  4. Select a Role and review Permissions; see Choose a role.
  5. Select Generate link, then copy or share the invitation link with that person.
The invitation appears in the member list as Pending. The recipient opens the link, signs in or creates a finerd account, and selects Accept invite. After joining, they appear as an accepted member if a paid seat is available. Share the link privately with the intended recipient: the name on the invitation doesn’t restrict it to a particular email address. Each link can be accepted once.

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Choose a role

Choose the role for the work the person needs to do in this business space. These roles describe access in the finerd app; AI connections have their own access levels. Under Permissions, Reports lets you review report selections for Viewer, Accountant and Admin. A Member doesn’t have a report selector; an Owner has all reports. Some reports are included in the role itself: Accountant and Admin retain Profit & Loss and Balance Sheet access. See Who can see business reports. Cross-space transactions sharing is available for Member, Accountant and Admin. It links the person’s Personal space to the business so they can record business costs paid with personal money. Owners have this access automatically; it isn’t offered for Viewers. See Pay business costs from your Personal space. To change an existing person’s access, open their row, choose the new role and permissions, then select Save. You can’t change your own role. Only an owner can change or remove another existing owner.

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Renew or cancel an invitation

Open a pending invitation on the web to copy its link or change its name, role and permissions. Select Save after changes.
  • Link expired: open the invitation and select Reactivate link, then share the link again.
  • No longer needed: open the invitation’s ⋯ menu, select Revoke link, then Confirm. The link can no longer be used.
For pending and expired invitations, the ⋯ menu contains Revoke link. Once someone has joined, use Delete member instead.

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Remove someone’s access

  1. On the web, open the person’s row in Space members.
  2. Open ⋯ and select Delete member. This is the menu action for an accepted or deactivated member other than yourself.
  3. Decide whether to select Reduce number of paid seats. Leave it off if you want to keep the seat for another person.
  4. Select Delete.
The person loses membership of this business space. To return, they need another invitation. Removing a member doesn’t delete the business space. You can’t remove yourself through your own member card. The page’s ⋯ menu offers Leave. Owners and admins can leave; other roles need an owner or admin to remove them. If other members remain, the only owner must assign another owner before leaving. If you’re the only member, leaving leads to the separate space-deletion confirmation—read it carefully, because deleting the space removes its data.

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Paid seats

The business plan includes one seat. Additional team members need additional paid seats, including people with the Viewer role. The member list shows how many seats are in use. On the web, use ⋯ → Manage paid seats when the space has additional seats. If it still has only one seat, start with Invite member. The seat dialog shows the price per additional seat, Today’s charge (prorated) and Starting next cycle. Check those amounts before selecting the confirmation button. Remove members before reducing the seat count below the number in use. If a member is deactivated because a paid seat isn’t available, open their row and select Upgrade plan to manage seats. Changing their role alone doesn’t provide a paid seat. For the business subscription, payment and cancellation, see Manage your finerd subscription.