Team members and roles
Last updated July 16, 2026
If you want someone else to help run BizOS day to day, you can invite them as a team member. This is separate from staff payroll, which is about paying employees, not giving them access to your account.
Go to Settings and find Team Members. Enter the email address of the person you want to invite, and choose their role. Roles currently available are Owner, Admin, Manager, and Staff.
Right now, team member access covers Contacts and Invoicing. A teammate with access can view and work with shared contacts and invoices according to their role's permissions. Access to other areas of BizOS, such as Products, Pipelines, Tax, Automations, Credit Scores, or Billing and Settings, is not yet extended to invited team members, and remains limited to the account owner.
If someone belongs to more than one BizOS business, they can be invited into each one using the same email address. There is currently no switcher inside BizOS to move between businesses from a single screen, so they will need to log in to the relevant account for whichever business they are working in at the time.
As team permissions expand to cover more of BizOS, this article will be updated to reflect what each role can see and do.