How Do I Invite My Accountant or Bookkeeper? #
Professional plan users can invite accountants as team members with “Accountant” role. Steps: Go to Settings > Team, Click “Invite Member”, Enter their email and select “Accountant” role, They receive invitation to create account. Accountant access: View and edit all transactions, categorize expenses, run reports, add comments and notes. Cannot access: Billing settings, bank connections/passwords, team management, subscription changes. Alternative for Standard plan: Export reports as CSV/PDF and email to your accountant. They can import into their own system.
Can Multiple Team Members Edit Transactions at the Same Time? #
Yes, Tabby supports real-time collaboration. Multiple team members can work simultaneously without conflicts. How it works: Changes save instantly and appear for all users in real-time. If two people edit the same transaction simultaneously, the last save wins (rare scenario). Activity log tracks who made what changes and when. Best practices: Assign specific accounts or date ranges to different team members to avoid overlapping work. Use comments feature to communicate about specific transactions. Review activity log weekly to spot any errors or conflicts. Professional plan only: Team collaboration features require Professional plan with up to 5 team members.
Can I Control What Team Members Can See and Edit? #
Yes, Tabby has role-based permissions. Roles available: Admin (full access – owner/manager), Accountant (bookkeeping access, no billing), Employee (submit expenses only, limited view). What you can restrict: Billing and subscription settings, Bank connection credentials, Team member management, Specific transaction visibility (Professional plan). What you cannot restrict: All team members see all transactions in accounts they have access to. You cannot hide specific transactions from accountants. Future feature: More granular permissions (bank account-level access) coming soon. Use separate workspaces for true isolation between business entities.
How Do I Remove a Team Member? #
Removing a team member is simple and immediate. Steps: Go to Settings > Team, Find the team member, Click three-dot menu > “Remove”, Confirm removal. What happens: They lose access immediately, Their login credentials stop working, Past edits and changes remain visible in activity log, You can re-invite them later if needed. Billing impact: Removing team members does not change your subscription cost. Professional plan includes up to 5 team members. When to remove: Team member leaves company, Contractor project ends, Accountant relationship ends, Security concern or access violation.
