Add and Manage Members

Typical onboarding use case

During onboarding, teams usually need to add the people responsible for ERP setup, bank transaction review, and Workpaper Agent workflows.

Suggested workflow

1. Invite the people who need access.
2. Confirm they accepted the invite.
3. Review their role and permissions.
4. Remove or update access if responsibilities change.

Good operational checks

• Confirm the correct organization was selected before inviting members.
• Verify roles before the team begins using month-end workflows.
• Revoke stale access when a member is no longer involved.