Vardhan Tax
Access Billing

Team

Team & access

Invite members, grant Billing or full ERP, accept and revoke access.

Invite from the main app

  1. Open the main web app → Manage businesses.
  2. On an owned business, open Team & access.
  3. Invite by email with a role and either Full ERP or selected modules (e.g. Billing only).

Invitees see a pending invite; after Accept, the business appears under Shared with you.

Billing Settings

Billing → Settings → Team & access shows the same members and grants after refresh.

Revoke / decline

  • Revoke removes shared access (ERP returns 403 for that business).
  • Decline removes a pending invite without granting access.
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