Review company users and roles
Find active users, pending invitations, accountant access and role definitions.
Open Users & Permissions in Settings to review who can access the active company.
- Check the selected company.
- Review the users list, including each person's displayed role and invitation status.
- Review the accounting-firm section for connected accountant access.
- Review the roles list to identify the available role names and descriptions.
An invited entry is not the same as an active user. Use the displayed status when checking whether someone has completed their invitation. Viewing this page does not send invitations, change roles, remove users or attach support access.
Invite, edit and delete controls depend on your access and the user being managed. If a control is disabled or absent, ask the company administrator to review the person's role and the intended change.