- Roles explainedPrimary admin, admin and employee.
- Book roles: View, Data Operator, Book AdminWhat an employee can do in one Book.
- Add a team memberFrom your contacts, from people already on MoneyBook, or by typing.
- Invite someone who is not on MoneyBookBy email or on WhatsApp, with a download link.
- Invitations you receivedAccept or decline an invitation to join a business.
- Invitations you sentSee their status, resend, or cancel.
- Book access from inside a BookGive or change access without leaving the Book.
- Change a member's role or accessMake an employee an admin, or change their Books.
- Remove a memberThey lose every Book of this business, on every device.
- Rules for data operatorsBackdating, editing own entries, hiding the balance.
- Activity: who did whatEvery add, edit, delete and restore, with the person's name.
- Book move requestsAnswer an employee's request to move a Book.