The right people in, with the right access.
Invite people by email as a bookkeeper or a viewer. Bookkeepers can work in the books; viewers can look but can't change anything. Invites last 14 days and can only be accepted by the person they were sent to. If you belong to more than one business, you can switch between them.
- You
- Owner
- Ann Lee
- Bookkeeper
- Grey & Co Accountants
- Viewer
Sharing a password isn't access control
When the whole team uses one login, nobody knows who did what, and an accountant who only needed to read can change anything.
Roles the database enforces
Every write is checked against your role, whichever screen or route it comes from.
- 1
Invite by email
Choose the role and send it. The invite matches their email address.
- 2
They accept
They sign in with their own Zelvorm account and the business appears.
- 3
Change your mind any time
The owner can change a role or remove someone.
Three clear roles
Owner, bookkeeper and viewer.
Enforced on every write
A database rule, not just a hidden button.
Email-matched invites
Only the invited person can accept.
Several businesses
Switch between the ones you belong to.
Private to your business
Every row is locked to your business by the database.
Checked by the database
Entries that don't balance are refused.
No card, no trial
The core ledger is free for as long as you use it.
Team and roles, answered.
Invite a bookkeeper or a read-only accountant, enforced on every write.
Yes. Invite them as a viewer.
More from Zelvorm Books.
Free bookkeeping, done properly.
No card, no trial, no catch. Signing up never adds you to our client list.