Invite a colleague and set their role

Open Settings, then the Members tab in the section Company.
In the invitation form enter the Email address and choose the Role: Firm owner, Firm admin, Accountant, Bookkeeper, Client (viewer), Client (contributor) or Tax advisor. A viewer can only read; a contributor can also upload documents and bank lines.
Under Access choose All companies or Selected companies, and tick at least one company in the second case.
Choose Send invitation. The invitation waits under Open invitations until the person accepts it; Withdraw cancels it.
To change a role later, use the role selector in the person's row. Remove ends their access, and their API tokens and sessions end at once.
Only an owner can make, change or remove owners and admins, you cannot change your own role, and the firm always needs at least one owner.
The view Who sees what shows which person has access to which company.