Team Members

Invite team members to give them access to your Nummbas dashboard. The number of team members depends on your plan.

Team Limits

Plan	Team Members
Starter	Up to 2 (including owner)
Growth	Up to 5 (including owner)
Scale	Unlimited

Inviting a Team Member

Go to Settings > Team members
Click Invite member
Enter their email address and select a role (Admin, Member or Accountant)
They will receive an email invitation to join your organization

Note

Only the organization owner and admins can invite new team members.

Managing Members

The team list shows all current members. Owners and admins can:

Change roles between Admin, Member and Accountant
Remove members to revoke their access to the organization

The Pending Invitations list shows invitations that have not yet been accepted. Revoke an invitation there if that person should no longer be able to join.

The owner cannot be removed or demoted. There is exactly one owner per organization.

Roles

Nummbas has four roles with different levels of access:

Owner - full access to everything, including billing, team management, organization settings, and account deletion. Each organization has exactly one owner. Only the owner can manage the subscription and delete the organization.
Admin - full access to integrations, team management, organization settings, and data rebuilds. Admins cannot access billing or delete the organization.
Member - access to the dashboard, insights, reports and Nummbas-FO. In Product Command Center, members receive deliveries, count stock, record adjustments and transfers, and record assembly. Members can view Nummbas Books but cannot record in it. Members cannot manage billing, integrations, team, or organization settings.
Accountant - access to Nummbas Books only. Accountants can record transactions, reconcile, close months and reopen closed months. They cannot change Nummbas Books settings or see the rest of the dashboard, the team or billing. An accountant uses one team seat.

Capability	Owner	Admin	Member	Accountant
View dashboards, insights, chat	Yes	Yes	Yes	No
View Nummbas Books and its reports	Yes	Yes	Yes	Yes
Record transactions and close months in Nummbas Books	Yes	Yes	No	Yes
Reopen a closed month in Nummbas Books	Yes	No	No	Yes
Set up Nummbas Books and change its settings	Yes	Yes	No	No
Receive deliveries, count stock, record adjustments and assembly	Yes	Yes	Yes	No
Set up inventory, suppliers, purchase orders and reorder points	Yes	Yes	No	No
Manage integrations	Yes	Yes	No	No
Manage team members	Yes	Yes	No	No
Edit organization settings	Yes	Yes	No	No
Rebuild synced data	Yes	Yes	No	No
Manage billing and subscription	Yes	No	No	No
Delete organization	Yes	No	No	No
Transfer ownership	Yes	No	No	No

Transferring Ownership

The owner can transfer ownership to any other admin or member of the organization. An accountant cannot become the owner. Change their role to Admin or Member first.

Go to Settings > Team members
Click Transfer ownership
Select the team member who will become the new owner
Confirm with your password

After the transfer, the previous owner becomes an admin, and the selected member becomes the new owner.

Before you continue

Ownership transfer is immediate and gives the new owner full control over billing and account deletion. Make sure you trust the person you are transferring to.

Notification Preferences

Owners, admins and members can manage their notifications in Settings > Notifications. Choose Daily Financial Pulse, Weekly Email Digest, Integration Alerts, Action reminders, and Product tips and milestones. Daily Pulse, Integration Alerts, and Action reminders can arrive by email, in the mobile app, or both.

Owners, admins and members also have Marketing preferences and, on Growth and Scale, Smart alerts in Settings. Accountants see only Profile, Password and Two-factor authentication in Settings. See Settings for delivery and timezone options.