Heloi Support Team, \u000a\u000aHow are users roles and responsibility managed within your software?\u000a\u000aCan we invite team members and clients to review accounts? If so, please provide instructions.

Hi, yes you can invite your team.\u000aWe have three pre\u002Dset roles: Admin, Accountant and Employee.\u000aGo to Settings \u003E Team \u003E Invite users\u000a\u000aThanks.

Software Clarification Questions | Tabby

thomas.anthonyPLUS

Dec 2, 2025

Q: Software Clarification Questions

Heloi Support Team,

How are users roles and responsibility managed within your software?

Can we invite team members and clients to review accounts? If so, please provide instructions.

Founder Team

shah_tabby

Dec 2, 2025

A: Hi, yes you can invite your team.
We have three pre-set roles: Admin, Accountant and Employee.
Go to Settings > Team > Invite users

Thanks.

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