Lesson 5 of 6 · 3 min

Invite your accountant, and who can do what

Everyone signs in as themselves, with a role: owner, admin, accountant or staff. Here's what each can do.

Settings → Team → Invite
Invite someone
Email
kamran.accounts@example.com
Name
Kamran
Role
Accountant
Invite
Everyone signs in with their own account, so the books show who did what. Settings, then Team, then Invite: their email, their name if you like, and their role. Ledger gives you their invite link to send however suits; it works for 14 days, and Resend gives it another 14.
Sales Purchases and bank Reports and books Team and plan
Owner Yes Yes Yes Yes
Admin Yes Yes Yes Yes
Accountant Yes Yes Yes No
Staff Yes No No No
The owner can do everything. An admin can too, except close the business or hand it over. An accountant keeps the books: sales, purchases, stock, the bank, journals, reports and the lock date, but not the team, the plan or the business's settings. Staff work the sales desk: invoices, customers, payments received and items.
Joining the team
You
Their invite link
Sent however suits
Then
They sign up
Or join with their account
Result
On Noor Traders' team
As Accountant
They open the link and sign up with that email (or join with the account they already have), and they're on the team. Once they've accepted, each extra person adds Rs 150 a month in Pakistan, £0.50 in the UK, $0.60 everywhere else; an invitation still waiting costs nothing.
app.ledger.vereon.tech
Your booksReportsAccountsPayrollImportSettingsLearning
Team
Invite
…Invoices & emailsBooksTeamBillingAI tools…
Ayesha · you · Owner
Kamran · Accountant · Active
Bilal · Staff · Invited
So Kamran, your accountant, can post journals and close a month with the lock date, and Bilal on the sales desk can make invoices and record what customers pay without seeing the bank or the profit. To remove someone, press Remove beside them in Settings → Team; to give them another role, remove them and invite them again with the new one.

	Sales	Purchases and bank	Reports and books	Team and plan
Owner	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	Yes
Accountant	Yes	Yes	Yes	No
Staff	Yes	No	No	No

Try it

Opens Ledger. You'll be asked to sign in first; new businesses get a free week, no card needed.

Quick check

2 quick questions. Pick an answer and Leo will tell you how you did.

1. Bilal works the sales desk. Which role lets him make invoices and record what customers pay, without seeing the bank or the reports?

StaffAccountantAdmin

2. When does an extra person start costing?

When you send the invitationWhen they've accepted and can sign in

Try it in Ledger, free for a week

Every lesson's Try it opens the real page, with Leo pointing the way.

Get started Sign in

Free for the first week · no card to start · Rs 1,500 a month afterFree for the first week · no card to start · £5 a month afterFree for the first week · no card to start · $6 a month after