Team and companies

Invite people to work with you, choose who is an owner, and keep separate companies under one login.

Working as a team

Everyone in a company sees and works on the same documents, clients and templates. Open Team from the account menu.

• Inviting people: an owner enters an email address and Tidy Invoicer sends an invitation. Inviting people needs the Unlimited plan or a trial.
• Owners can also manage billing, invite and remove people, change roles, and delete the company. A company always has at least one owner.
• Members can do everything with documents, clients and templates.
• Anyone can Leave a company from the Team page.

More than one company

One login can belong to several companies, each with its own documents, clients, settings, team and plan. Use Add another company in the account menu to create one, and the same menu to switch between them. The company you are working in is shown at the top of the menu.

Companies you create share your first company's trial, so a new company does not start a new trial.