Invite Team Members

Add accountants, bookkeepers, and administrators to your Ledger Loom workspace with the appropriate roles and permissions.

Quick Start

  1. Navigate to Settings > Team Members.
  2. Click Invite Member.
  3. Enter the team member's name, email address, and select their role.
  4. Click Send Invitation.

The invited team member receives an email with a link to accept the invitation and create their account. The invitation link expires after 7 days.

Roles and Permissions

Ledger Loom uses role-based access control. Each team member is assigned one of three roles:

CapabilityOwnerAccountantBookkeeper
View and manage own tasks✓✓✓
Track time✓✓✓
View assigned clients✓✓✓
View all clients✓✓—
Create and edit clients✓✓—
Manage billing and invoices✓✓—
Send client messages✓✓✓
View analytics and reports✓——
Manage team members✓——
Access settings✓——
View audit logs✓——
Manage subscription and billing✓——
Create proposals✓✓—
Send broadcasts✓——

Managing Team Members

Change a role

From Settings > Team Members, click on a team member to view their profile. Change their role from the dropdown. Changes take effect immediately — the next time they load any page, the new permissions apply.

Deactivate a team member

To remove access without deleting the user record (preserving their time tracking and audit history), use the Deactivate option. Deactivated users cannot log in but their data remains intact.

Resend invitation

If a team member's invitation has expired, you can resend it from the team members list. Click the menu icon next to the pending invitation and select Resend.

Subscription Impact

Each active team member counts towards your subscription's user limit. Your current plan's user allowance is visible in Settings > Subscription.

If you need additional users beyond your plan's limit, you can:

  • Upgrade to a higher subscription plan, or
  • Purchase a User Consumption Pack for additional seats

Security Best Practices

  • Use the principle of least privilege — assign the Bookkeeper role for junior staff who only need task and time tracking access.
  • Limit Owner access — only practice principals should have the Owner role, as it grants access to billing, settings, and team management.
  • Deactivate promptly — when a team member leaves your firm, deactivate their account immediately.
  • Enable MFA — encourage all team members to enable multi-factor authentication from their profile settings.

Next Steps