Team Members¶
Last reviewed: 2026-04-01 · Nnamdi
Status: Complete
Route: /settings/team
1. What is it?¶
Team Members manages who has access to the business in Finora. The business owner can invite team members, assign roles, and track pending invitations. Each subscription plan has a maximum number of user slots.
2. How does it work in Finora?¶
2.1 KPI Summary¶
| Metric | Value (test business) |
|---|---|
| Active Members | 1 |
| Pending Invitations | 0 |
| Available Slots | 2 remaining |
2.2 Team Members List¶
Invite Team Member button — sends an email invitation.
Current members (test business): - Deejay Namo — Role: Owner — deejaynamo@yahoo.com
2.3 Roles¶
| Role | Access |
|---|---|
| Owner | Full access to all features, settings, billing, and team management |
| Admin | Full access except billing and business deletion |
| Accountant | Access to financial records, reports, tax modules, and chart of accounts |
| Viewer | Read-only access to dashboards and reports |
3. Business rules & constraints¶
| Rule | Detail |
|---|---|
| Premium plan: up to 5 users | Test business has 3 slots (1 used, 2 remaining) |
| Accountant Pro: up to 7 users | Higher-tier plan |
| Owner cannot be removed | The business owner role is permanent |
| Invitations expire | Pending invitations expire after a set period |
| Role determines access | Each role has specific feature access controlled by RBAC |
4. Nigerian regulatory context¶
For audit compliance, businesses should maintain a record of who has access to financial data. The Team Members page provides this audit trail.
5. Common customer questions¶
Q: "How do I invite a team member?"
Click "Invite Team Member," enter their email address, and select a role. They'll receive an email invitation to join the business.
Q: "Can I change someone's role?"
Yes — click on the team member and change their role. Only the Owner can change roles.
Q: "I've used all my slots. How do I add more?"
Upgrade to the Accountant Pro plan for up to 7 users, or remove inactive team members to free up slots.
6. Known edge cases¶
Available Slots shows 2 remaining despite 5-user plan¶
The test business Premium plan includes up to 5 users but shows 2 remaining (not 4). This may reflect a different slot allocation or a plan-specific configuration.
7. Escalation trigger¶
Escalate to Tier 3 (Founder) if: - Team member cannot access the business despite having an active invitation - Role permissions are not working as expected
Escalate to Tier 2 (Support Lead) if: - Customer needs to transfer ownership to another user - Customer needs to remove a team member who left the company - Customer needs more user slots than their plan allows
8. Last reviewed¶
2026-04-01 — Nnamdi. Verified against production. Team Members for COA Test School Academy: Active 1 / Pending 0 / Available Slots 2. Single member: Deejay Namo / Owner / deejaynamo@yahoo.com. Invite Team Member button confirmed.