Team collaboration

Teams let several people work from the same parsers, documents, and integrations. Teams are available on Starter and above (Free is personal only): Starter includes 2 seats, Growth 5, Pro 50, and Business 100. Seats are a hard limit included in the plan price. See Pricing plans.

A team/client is a team account. In the product the action is Add team/client. Each client or company workspace has its own parsers, uploads, members, and integrations. Pages (credits) stay pooled on the firm or business owner's personal subscription.

Seats count distinct people on that billing account. The same person on many clients still uses one seat.

Roles (Members)

Members live on one team/client. Invite them from that workspace Settings → Members.

All team members can open Settings → Profile to edit their own name, avatar, and data formatting, and to view personal usage. Sensitive settings (MFA, password, personal billing, account deletion) stay on each member's own Profile & security page.

Inviting members

1. Go to Settings → Members on that team/client (owners only).
2. Enter the email address of the person to invite.
3. Assign a role.
4. For restricted roles, assign specific parsers after the member joins, via Update role.

There is no separate "Accountant" object. A business invites its accountant as a member (usually Editor; Owner only if they should manage integrations). Revoke anytime from Members.

If a client already has their own Parsedit team, they invite the accountant as a member rather than the firm duplicating the workspace.

Firm staff

Firm staff (firm_staff_access) are invited from the owner's personal Settings → Staff, not from each client's Members tab.

• Grant all current and future clients, or a subset.
• Staff switch between granted clients without being added to every Members list.
• Staff do not appear on each client's Members tab.
• v1 staff access is member-level: parsers.view and parsers.edit. Staff are never owners and never receive billing.manage.

Use Staff for bookkeepers and colleagues at the firm. Use Members for people who belong to that client (the client's AP clerk, their bookkeeper, a contractor on that account only).

What is shared

• Parsers: members with access use the same parsers and field definitions on that team/client.
• Documents: uploads are visible to members with access to the parser.
• Integrations: connected per team/client and managed by owners. Client A can use Xero, Client B QuickBooks Online, Client C Google Sheets. Editors send data through configured destinations without ever seeing the integration credentials.

Removing members

Owners remove members from Settings → Members. A removed member immediately loses access to the team's parsers and documents. Documents they uploaded stay with the team. Revoke staff from personal Settings → Staff.

Best practices

• Give day-to-day users Editor and reserve Owner for people who manage settings and integrations.
• Use Restricted roles to limit contractors or department users to only the parsers they need.
• Invite firm colleagues via Staff when they should cover many clients; do not add them to every Members list.
• Connect team-owned destinations (like the Google account behind your spreadsheet) with a shared team identity rather than a personal one.