How to Invite Team Members to Your Bookipi Account (Web App)
Bookipi allows you to share access to your account with team members or accountants using its multi-user functionality. This guide explains how to invite others and set their roles.
Step-by-Step Guide to Adding Team Members
Step 1: Sign in to your Bookipi account
Open a browser and go to https://bookipi.com/, click 'Log in', and enter your account credentials.
Step 2: Open Account Settings
On the bottom-left of the page, click your business icon (or profile/business avatar).
From the menu, select Settings.
Step 3: Access Teammates
In Settings, go to the Teammates tab. This opens the team management area, where you can view current members and invites.
Step 4: Invite a user by email
Click '+ Invite new teammate'.
Enter your team's email address in the email invitation field, and then click 'Invite' to send the invitation email.
After the invite is sent, the invited user will receive an email with instructions to accept the invite and set up their account. Once they accept, their name and role will appear in your Team Members list.
What Invited Users Can Do
Invited users can help manage invoices by viewing and accessing account data.
They cannot update subscription details, ensuring only the primary account holder can make billing-related changes.
If there are payment issues, users will receive notifications to alert the account owner.
FAQ for Inviting Team Members to Your Bookipi Account
Q: What does the 'Teammates' feature in Bookipi do?
A: The 'Teammates' tab allows you to invite other users (such as team members or accountants) to access your Bookipi account so they can view/manage invoices and collaborate.
Q: Who can invite team members?
A: The primary account holder (or someone with appropriate permissions) can send invites. You begin by logging into your Bookipi account and navigating to Settings → Teammates.
Q: What exactly happens after I send the invite?
A: After you click 'Invite':
The recipient receives an email with instructions for joining your account.
Once they accept the invitation and complete the setup, their name and role will appear in your team members list under Teammates.
Q: What permissions do invited users have?
A: Invited users can view and access account data, such as invoices, to help with collaboration. But they cannot update/manage subscription or billing details; those remain under the account owner's control.
Q: Is this feature available in the mobile app?
A: No, this feature is only available in the web app version at the moment.
Q: Can I assign different roles to invited teammates?
A: Currently, role assignment isn’t supported for teammates.
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