Team, roles and settings
Invite people, choose what they can do, and set up your workspace the way you work.
Roles: who can do whatWhat the Owner, Admin, Employee, Worker, Accountant and View only roles can see and do, side by side.Invite people to your workspaceInvite someone by email or with a link, pick their role, email an invite again, and cancel invites you no longer need.Seats and plan limitsHow many people each plan includes, who uses a seat, how free accountant seats work, and what to do when you're full.Give your accountant accessInvite your bookkeeper or CPA with the free Accountant role so they can see the books and reports without changing anything.Change someone's roleMake someone an admin, an employee, a worker, an accountant or view only from the Team page.Turn someone off or remove themWhen someone leaves, turn their account off (their name stays on their work) or remove them, and how to turn them back on.Hand over the workspace to a new ownerMake another admin the owner of the workspace. You stay on as an admin.Workers: assigned work onlyWhat the Worker role sees and can do, and when to use it for field staff, crews and part-timers.Set up departmentsGroup people into departments, give each a manager who approves their requests, and tag, budget and report by department.Change your workspace settingsRename the workspace, set its time zone, set the main currency and mileage rate, and turn the monthly summary email on or off.Add custom fieldsAdd your own fields, like a property, job number or unit, to tasks, transactions, bills and vendors.Set up reminder rulesRemind people automatically before tasks and bills are due, when they're late, or when a request has waited too long for approval.Check printing settingsWhere to set the address, bank name, next check number and alignment Plainstamp uses when it prints checks.Use the Activity logSee who did what and when across the workspace, filter it, and what each role can see in it.Refer another office and get a free monthShare your referral link from Settings. When another office starts a paid plan, they get their first month free and you get a month free.Set notifications for your teamAdmins can choose how employees, workers, accountants and view-only people get emails, new-task emails and phone notifications, and the morning email and phone notification, and lock those choices.Get an end-of-day report on your teamOwners and admins can get one email each day, at an hour they choose, showing what each person finished and what's still not done.