Invite people and manage accounts

For: business owners who share invoicing duties with team members. What you need: owner or admin access.

1. Open People

Open Work > People. People is the one place for a person: their profile, teams and hours, and, for owners and admins, their account.

The register has the tabs Active, Guests, Deactivated and Invited. Owners and admins see all four. Other people see only the views their role allows.

2. Invite a person

Click Invite a person.
Enter the email address.
Choose Admin, Employee, Accountant or a custom role. Read the role card.
For limited external access, select Invite as a guest and choose its scope.
Click Send invitation.

Ownership uses a separate transfer action. Pepper sends an invitation email with a link. The invited person sets their name and password on that page.

Pending invitations are on the Invited tab, with who invited them and when the invitation expires. An expired invitation shows Expired. Each invitation has Resend and Revoke in its … menu. Revoke asks first; the link then stops working.

Invitation emails need no worker

Pepper sends invitation emails during the request, after saving the invitation. This applies to new invitations and Resend. No queue worker or QUEUE_CONNECTION change is needed. If sending fails, correct the mail settings and use Resend. See Email delivery.

See Queue for the execution details.

3. Choose the right role

Role	Can do	Cannot do
Owner	Manage all records and installation controls.	Cannot delete or deactivate themselves, or assign ownership through an invitation.
Admin	Manage documents, customers, items, settings and accounts. View financial KPIs.	Use owner-only controls, transfer ownership, edit the owner, or change their own role.
Employee	Create and manage their own invoices, and shared customers and items.	View aggregate financial data (the money band on Home, receivables). Access settings or manage accounts.
Accountant	View all documents, payment history, and financial KPIs. Export data (CSV, XML). Read their own events in the audit log.	Create or modify invoices. Access settings or manage accounts. See the events of other people.

Each installation has one owner. The owner can transfer ownership to an active admin:

Open the admin's page in People.
Open the … menu and choose Transfer ownership.
Confirm. Pepper asks first.

The previous owner becomes an admin, and both people must sign in again. Pepper refuses a transfer to anyone who is not an active admin; give that person the admin role first.

4. Manage a person's account

Owners and admins manage the accounts of other people. Open the person in People. Their page shows the Account panel: role, two-factor sign-in and last login, with the account actions. The same actions are in the … menu on their row in the register, on their page and in a right-click menu.

Action	What it does
Manage account	Opens the account page: name, email, role, Language and Timezone, guest access and sign-in
Sign out everywhere	Ends every session and remembered sign-in of that person
Reset two-factor	Turns off their two-factor sign-in and signs them out. They set it up again
Deactivate	Removes access without deleting their record. Pepper asks first
Reactivate	Restores access for a deactivated person
Offboard	Deactivates the person and gives their open records to a successor in one confirmed step
Transfer ownership	Owner only: makes an active admin the owner
Delete	Deletes the account. Pepper asks first

Pepper shows these actions only to owners and admins, and never for the owner or for yourself. It checks each action again when you run it. Use Your profile in the account menu to change your own name, email, interface language or password. A new password needs your current one and signs out your other sessions.

Deactivation expires current sessions and remembered logins. Reactivation requires a fresh sign-in. Role changes and password changes also expire old sessions. See Session expiry.

Earlier versions kept these controls under Settings > Users. That address now opens People, and an old link to a person's edit page opens their account page.

Pepper records completed account actions in the audit log.

Use the People directory

Open Work > People. The register shows only people your account may read, in the same table as Teams. Use the tabs above search to change the view. You see only the views your account may use. Search by name, job title or skill. If teams exist, choose a team from All teams.

Each row shows the name and job title, teams, skills, email and local time. On a narrow screen, teams and local time move under the name. Click a row to open the person's page. Move the pointer over a row to show its … menu, or right-click the row. Return through People above the profile to keep your search and team filter.

Local time uses the person's time zone. It does not show whether the person is online or available. The profile shows their recorded working hours, time off and activity you may read. If no hours are recorded, it says No working hours set.

Read and manage teams

Open Work > Teams. Each row shows the team, members and lead, when one is set. Click the team name to open its directory. Click a person's name to read their profile. Return through People above that profile to keep the originating team.

Owners and admins create and edit teams:

Click New team.
Enter the name and optional description.
Search for members.
Select the members.
Choose a lead from the selected members, or leave No lead.
Click Save.

The form keeps your input when a field is refused. Changing team membership does not assign an account role. Archive keeps the team and its history. Archived teams stay out of pickers. Owners and admins can use the Archived tab above the Teams list to open and restore them.

Click your name at the bottom of the navigation. The menu shows your full name and email, Your profile, Update when permitted, and Sign out. On a phone, open More for the same destinations.

Limit a guest invitation

Open People and click Invite a person.
Select Invite as a guest.
Choose Accountant, Employee or a custom role.
Select the modules the guest needs.
Select named customers or projects if access must stay within those records.
Review the scope.
Click Send invitation.

Without named records, the module selection does not restrict the guest to one customer. Role permissions still apply. To change a guest's scope later, open their account page and use Guest access. Saving a changed guest scope signs out the affected account. See Roles and permissions.

When a guest signs in, Home shows their cards, Inbox and module figures within their scope. It shows no document, customer or money figure.