Invite Team Members

Invite colleagues to your Midday team so they can help manage finances, track time, or create invoices.

Invite a team member

1. Go to Settings → Members
2. Click Invite
3. Enter their email address
4. Select their role
5. Send the invitation

They'll receive an email with instructions to join your team.

Roles

Owner

Full access to everything:

• Manage billing and subscription
• Invite and remove members
• Access all financial data
• Delete the team

There's always at least one owner.

Member

Access to day-to-day features:

• View transactions
• Create and send invoices
• Track time
• View reports

Cannot manage team settings or billing.

Pending invitations

View outstanding invitations:

1. Go to Settings → Members
2. See pending invites
3. Resend or cancel if needed

Invitations expire after 7 days.

Remove a member

1. Go to Settings → Members
2. Find the member
3. Click Remove
4. Confirm

Removed members immediately lose access. Their past activity (time entries, invoices created) remains.

Change a role

1. Go to Settings → Members
2. Find the member
3. Click to change their role
4. Save

Tips

• Keep the number of owners limited
• Use member roles for day-to-day users
• Review member access periodically