Team Management & Roles

Team Management & Roles

Lumabill supports team collaboration. As the account owner, you can invite members, assign roles, and restrict access to specific profiles. Team management is found under Settings > Team.

Team management is a Pro feature. Upgrade your plan under Subscription & Modules to unlock this feature.

Roles

Lumabill has three roles with tiered permissions:

Owner

• Full control over the entire account
• Can invite, modify, and remove team members
• Access to billing and account settings
• Automatically has access to all profiles

Member

• Can manage invoices, expenses, clients, bookkeeping, and catalog
• Can view reports
• No access to team management, billing, or account settings
• Only sees profiles granted by the owner

Read-Only

• Can view all data but cannot make changes
• Ideal for accountants or external consultants
• Only sees granted profiles

Inviting Team Members

1. Navigate to Settings > Team
2. Click Invite Member
3. Enter the email address and select a role (Member or Read-Only)
4. Optionally select specific profiles the member should have access to
5. The invitee receives an email with an invitation link

The invitation link is valid for 7 days. If it expires, you can resend the invitation.

What Happens When Accepting?

• If the person already has a Lumabill account, they are added to the team
• If they don't have an account yet, they are prompted to sign up
• After accepting, the granted profiles appear in their profile switcher

Managing Profile Access

The owner can control which profiles a member can see and edit:

• All profiles: The member has access to all profiles in the account
• Specific profiles: The member only sees the selected profiles

When the owner creates a new profile, existing members do not automatically receive access. Access must be explicitly granted.

To adjust profile access:

1. Go to Settings > Team
2. Click on the member you want to modify
3. Update the profile selection and save

Managing Members

As the owner, you can:

• Change role: Switch between Member and Read-Only
• Adjust profile access: Add or remove profiles
• Remove member: The member immediately loses access to all profiles in the account

Permission Overview

What's Next?

• Manage your Subscription & Modules to unlock Pro features.
• Set up your Company Profile.
• Learn about simple vs. double-entry bookkeeping.