Team and security
Invite your team and set roles
Review who has account access and choose the least access needed.
Last updated
Search all help articlesBefore you start
- Ask your Owner or Administrator to review access.
- Owner and Administrator can request permitted account actions. Viewer is read-only. Fiscal states are changed by the worker, not directly by a team member.
1Review account access
Open Team and read the Role and Access columns. The people shown in this guide are anonymous sample roles.
1. Role and Access columns. Sample data. 2Review the invitation preview
Select Invite team member to read the preview notice. Close it when finished; no invitation has been sent.
2. Invite team member button. Sample data.
What you should see
A read-only review of sample team roles and an invitation preview.
If something goes wrong
- Use Viewer for someone who only needs to read documents. Do not share an Owner sign-in.
- The last Owner cannot be removed. Owner recovery requires audited support review.
Need account-specific help? Contact [email protected]. Include the document reference and error text, not passwords, keys or codes.
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Tiiso is a product of Apex Global Group LLC.