> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.booko.nl/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Team members, roles and permissions

Working with several people in your firm? Invite colleagues and give them a role. The role determines what someone can do in Booko.

## Invite a team member

1. Go to **Settings** > **Team members**.
2. Click **Invite team member**.
3. Enter the email address and choose a **Role**.
4. Click **Send invitation**. Your colleague receives an email and creates a password through the link.

Open invitations appear under **Pending invitations**, where you can also **Revoke invitation**. Remove a colleague with **Remove from firm**.

## Built-in roles

- **Owner** – can do everything, including removing clients, the firm profile and connect settings.
- **Senior Accountant** – can do almost everything, but can't remove clients, change the firm profile or connect settings, or manage custom roles.
- **Junior Accountant** – can view client data, create/edit journal entries, export, manage tasks and send messages. Can't approve or override AI classifications, invite clients or staff, or delete data.
- **Viewer** – can only view client data.

## Custom roles

**Settings** > **Roles & permissions** shows who can do what. The owner can use **Create custom role**: choose a **Base access level** and tick permissions such as **Invite clients**, **Approve AI classifications**, **Create / edit journal entries**, **Export XAF / CSV** or **Send messages**.

## Still stuck?

- Don't see **Invite team member**? Your role lacks the **Invite staff** permission. Ask the owner.
- **This staff invitation is expired or no longer valid.**? Ask the owner to send a new invitation.
- Want to change the firm owner, or lost access to the owner account? Ask for a colleague in the chat.