Invite your team
Add staff or partners to your account so they can manage invoices alongside you.
Roles
| Role | Can do |
|---|---|
| Owner | Everything: invite/remove members, edit billing, change account settings, send invoices, manage integrations. Default role for the person who signed up. |
| Admin | Send invoices, manage integrations, edit settings — but can't invite/remove members or change billing. |
| Member | View + create invoices. Can't change settings or integrations. |
How to invite
/kz-admin/team→ Invite member- Enter their email + pick a role
- They get an invite email with a one-time link
- They click the link → create their password → land in your account
If they're already a member of another account on the platform, they keep that login and just gain access to yours via an account switcher.
Account switcher
Multi-account users see a dropdown in the sidebar (or topbar on mobile) labeled with the current account. Switching accounts re-scopes all data — invoices, settings, etc. Each user's role can differ between accounts.
Removing a member
/kz-admin/team → click the row → Remove. They lose access immediately, but their historical actions (sent invoices, changes) stay tagged to their email in the audit log.
Pending invites
Show on the same page until accepted. Resend or revoke from the row's action menu.
What members CAN'T see
- Other users' last-login times (operator-only)
- Stripe customer/subscription details (operator-only via the billing page)
- Other accounts' data — strictly scoped to whichever account they're a member of
Operator vs owner
"Owner" = highest permission within an account. "Operator" = Kaizen Shift platform team, can view any account for support (with audit logging). You'll never see operator users in your team list — they're a separate role.