Invite your team

You’ll usually want at least one teammate on the platform alongside you — a bookkeeper, a yard manager, a sales rep. Members can be invited by email and given a role that scopes what they see and do.

Send an invite

1. Open Settings → Team.

2. Click Invite member. Enter the invitee’s email and pick a role:

   • Owner — full access, bypasses every permission gate. Use sparingly.
   • Admin — full access except platform-admin actions. Bypasses section permissions.
   • Custom role — bounded by section permissions and (optionally) per-view, per-vault, per-location ACL. See Sections and roles.

3. Click Send invite. The invitee gets an email from Export119 with a one-click link. The invite is valid for 7 days.

4. The invitee clicks the link, signs up (or signs in if they already have an Export119 account), and is auto-attached to your company.

Revoke or re-invite

There’s no “resend” — instead:

• Revoke an unaccepted invite — the link stops working immediately. You must revoke a pending invite before you can send a new one to the same email; sending a second invite to an email with an active pending invite is blocked.
• To re-invite someone (e.g. their invite expired, or you picked the wrong role), revoke the existing invite first, then send a new one.
• Remove an accepted member — their Clerk user remains; they just lose access to your company.

Note

Removing the sole owner is blocked. If the only owner needs to leave, promote another member to Owner first, then remove the original.

Multi-company members

A single Export119 user can belong to multiple companies (e.g., a freelance accountant working for several traders). Accounts can also be entirely personal (not tied to any company yet). Each membership carries an effective role — an overlay of the role granted for that specific company — so the same person can be an Admin on one company and a Custom/read-only role on another. They’ll see a company picker in the top bar; switching between companies is instant.

Related

• Sections and roles — what each role can do
• Role presets — owner / admin / custom
• First-day checklist

Change log

Updated on	Feature / change	Reason
2026-07-07	Corrected invite lifecycle — no resend/cooldown; invites expire after 7 days; re-invite requires revoke-then-invite; noted personal accounts + effective-role overlay	Code audit found no resend button/cooldown in the invite flow; docs described a feature that doesn’t exist