Deline

Invite a team member or your accountant

Give a colleague or your accountant their own login to your business. Each person signs in with their own email, and you choose what they can do.

  • L1 · Everyday
  • WhereAll countries
  • WhoOwner
  • PlanBasic and up
  • Timeabout 2 min

Before you start

  • You are the owner of the business.
  • You have the person's email address.

Steps

  1. Open Team & account and choose Members.

    Step 1: Open Team & account and choose Members.
    Step 1 in Deline (Spain business, fictional data) · See the whole screen

  2. Type your teammate's email address.

    Step 2: Type your teammate's email address.
    Step 2 in Deline (Spain business, fictional data) · See the whole screen

  3. Choose their access: Editor, Accountant or Viewer.

    An editor works on sales and purchases, an accountant also works in the books, a viewer only looks. Press Compare roles to see every permission.

    Step 3: Choose their access: Editor, Accountant or Viewer.
    Step 3 in Deline (Spain business, fictional data) · See the whole screen

  4. Press Send invite.

    They get an email with a link. Once they accept, they appear under Members.

    Step 4: Press Send invite.
    Step 4 in Deline (Spain business, fictional data) · See the whole screen

If something goes wrong

  • They did not get the email: ask them to check spam, then check the address under Members and invite again if it was wrong.
  • Not sure which role to give: press Compare roles. It shows what each role can and cannot do.

Last checked 2026-11-07 by the guide runner on build c5fbd2fa6 (Deline 12a482996) (local Deline stack).