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Invite your team and choose their roles

Owner or admin

Owner, admin and member, and what each can see.

  1. Team → Add person. They receive a temporary password by email and are asked to change it on first sign-in.
  2. Choose a role. Admins manage people, banking and settings. Members do day-to-day work and cannot see Banking, Team or the Audit log.
  3. The owner is the account that created the workspace; it cannot be removed or demoted.

Free includes 3 people. Business and Enterprise have no limit.

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Also in Getting started

  • Set up your business, logo and sending address
  • The first-steps card on your dashboard

Still stuck? Write to us or email support@todah.ca — a person replies, usually within a working day. The FAQ covers plans, prices and the questions people ask before they sign up.

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