Team members and permissions that fit each person
Not everyone needs to see everything.
Hand off the routine work without handing over everything. Give your office manager or bookkeeper their own login with the access their job needs, and keep the rest to yourself, so you are not the only one who can keep the books moving.
14-day free trial · No credit card required
Included in: 1 user on Starter · 3 on Growth · 10 on Pro · 25 on Pro Plus
What it does
Add your bookkeeper, your partner or your office manager, each with their own level of access.
Four roles
Owner, admin, member and viewer, with per-area permissions on top.
Seats scale with your plan
One user on Starter, three on Growth, ten on Pro, twenty-five on Pro Plus.
Your CPA is not a seat
An invited professional reaches your books through their own firm, so they never consume one of your users.
How it works
How team members & permissions works
- 1
Invite the person
By email, with the role they should have.
- 2
Set what they can reach
Owner, admin, member or viewer, with per-area permissions on top.
- 3
Change it any time
Roles can be adjusted, and access removed, as the team changes.
The details
Team members & permissions, in detail
Who can manage the team
Owners and admins invite and remove people. Only the owner changes someone’s role, so ownership never moves by accident. Everyone else sees their own role as a badge.
Viewer for read-only access
Give someone the viewer role when they need to look, not change, such as a partner who wants to read the reports. Members get standard access with edit permissions; admins also manage the team.
Invitations you can manage
Invite by email with the role the person should have. Resend an invitation that got lost, or cancel one that is no longer needed and free its seat.
Separate from your accountant
Team members are people in your business. Your CPA or bookkeeper joins through their own firm account instead, with access you control from the invitation.
Trust
Your books, on your terms
Read-only bank connection
You sign in on your bank’s own screen. DynaTax AI can see balances and transactions. It can’t move money.
You stay in control
Nothing posts without your approval, except merchants you’ve already confirmed above the auto-post threshold.
Your data isn’t training data
Your data isn’t used to train AI unless you turn on Allow AI Training. It’s off by default.
A professional when you want one
Invite your own CPA into your books, or find one in the marketplace. Dyna’s answers are general information, not professional advice.
Plans
Where team members & permissions is included
1 user on Starter · 3 on Growth · 10 on Pro · 25 on Pro Plus. Every plan starts with a 14-day free trial, no credit card required. Pay yearly and get 12 months for the price of 10.
Bring your books with you: import transactions, your chart of accounts, opening balances, customers, vendors, invoices and bills from CSV, Excel or a QBO/OFX bank download. Switching from QuickBooks
- Starter$29 / month · 1 user
- GrowthRecommended$49 / month · 3 users
- Pro$99 / month · 10 users
Related features
Works well with
FAQ
Team members & permissions questions
Run your business. Live your life.
Try team members & permissions with your own books for 14 days. Less time on the books, more time for everything else.
No credit card required