Manage team

This page is for the Firm Admin (role merchant_admin). It describes how to manage team members under Settings → Team (/settings/team).

Invite a team member

1. Open Settings → Team (/settings/team).
2. Enter the person’s email address.
3. Choose a role (see below).
4. Invite. The person gains access to this client.

Roles

The invite dialog offers exactly three roles:

Role (key)	Display name	What it can do
reviewer	Staff / Clerk	Daily work: uploads, reconciliation, resolving exceptions, verifying. Cannot manage the team or change settings.
merchant_admin	Firm Admin	Everything a reviewer can do plus manage the team, change client settings, and trigger data erasure (GDPR).
internal_ops	Internal Ops	For internal KS operators with cross-client visibility. Assigned at invite time.

A full comparison is on Roles & permissions.

Suspend and reactivate

In the member list you can suspend or reactivate any person:

• Suspend removes access immediately until the person is reactivated. A confirmation prompt appears before suspending.
• Reactivate restores access immediately.

Suspended members stay in the list but are marked as suspended.

Why at least two people

The period close follows the four-eyes principle: whoever closes a period must not have created it. This gate checks creator ≠ closer and cannot be bypassed.

At least two active people

If a client has only one person with access, no period can be closed — and therefore no DATEV export can be generated. Invite a second person early.

Next step

Set up the tax-advisor channel so the handoff pack reaches the tax advisor. Background on the roles: Roles & permissions.