Working with your team
Whether it’s your spouse doing the books, a crew member sending invoices, or your CPA at tax time: invite them and pick a role. Everyone works in the same workspace, and every change keeps its author in the history.
Invite someone
Section titled “Invite someone”Settings → Team → Invite a teammate: their email, a role, Send invite. They get an email, click through, and they’re in.
(Self-hosting without email set up? The invite still works. Thalermark gives you the link to send them yourself.)
The roles
Section titled “The roles”| Role | What it means |
|---|---|
| Owner | The workspace creator. Everything, including transferring ownership. Exactly one per workspace. |
| Admin | All day-to-day work plus settings and team management. |
| Member | The working role: invoices, estimates, contacts, expenses. Can view reports, can’t touch settings. |
| Accountant | Built for “give my CPA access at tax time”: expenses and categories, the tax and ledger exports, but not invoicing, settings, or your team. |
| Viewer | Read-only. Sees everything, changes nothing. |
Change anyone’s role from the same page, any time. What a role can’t do simply isn’t shown to them. No error mazes.
Housekeeping
Section titled “Housekeeping”- Make owner hands the workspace to someone else. You become an admin, and only they can hand it back.
- Remove cuts someone’s access immediately. Nothing they entered is deleted, and their name stays on the history of everything they did.
- Anyone but the owner can leave on their own.
- Leaving Thalermark entirely is deleting your profile, in Settings → Profile. Your name stays on the history of what you did, shown as no longer on the team.