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Getting started2 min read

Invite teammates and assign a role

BukuCloud uses role-based access control so you can invite anyone safely without giving them more than they need.

01Invite a teammate

  1. 1Open Settings → Team → Invite.
  2. 2Type their email and pick a role.
  3. 3They get a single-use invite link valid for 72 hours.
  4. 4On accept, they set a password and 2FA (if you have enforced 2FA for the tenant).

02Roles at a glance

Owner — full control, billing access, can delete the tenant.

Admin — manage users, roles, settings; cannot delete the tenant or change billing.

Accountant — read + post journals, run all reports, no user management.

Bookkeeper — invoices, bills, customers, suppliers; no journals, no reports.

Viewer — read-only across the app, ideal for advisors who should not edit.