Team, Roles, and Workspaces
Manage member invites, role assignment, and workspace-level access behavior.
What You Can Do
- Invite users and assign supported workspace roles.
- Change member roles and revoke pending invites.
- Use role-aware access to control write and approval rights.
Workflow Notes
- Role updates have immediate effect across sensitive workflows.
- Workspace boundaries should align with your operating model.
Related Features
Approvals
Run a central request/review queue across invoices, expenses, closing, and generic workflows.
OpenAccount Security
Protect accounts with password controls, MFA, passkeys, SSO, and active-session visibility.
OpenSettings Overview
Configure workspace defaults across profile, company, tax, automation, banking, integrations, and security.
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