ReadyBooks
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TEAM MANAGEMENT

The right access for every team member

Add your accountant, invoice operators, and CA with role-based permissions. Everyone sees what they need, nothing more. Multi-user collaboration with full audit trail.

Access control features

Granular permissions that match how Indian business teams actually work.

Multi-user access

Add unlimited team members with individual logins. Everyone works in the same business account with their own credentials.

Role-based permissions

Admin, Accounts Pro, Accounts Basic, and Free roles. Each controls access to specific modules — invoices, payments, reports, settings, and more.

Read & write control

Set read-only or read-write access per module. Give your CA read access to reports while your invoice team gets write access to billing.

Easy team invites

Invite team members by email. They create their own secure login and get immediate access based on the role you assign.

Audit trail

Every action is logged with the user who performed it. Know who created, modified, or approved any transaction. Full accountability.

Manage permissions

Update roles and permissions at any time. Promote, restrict, or remove team members instantly from your settings.

Why teams choose ReadyBooks

Collaborate securely without worrying about unauthorized access or accidental changes.

Separation of duties

Invoice operators draft, admins approve. Payment recorders enter, managers authorise. Clear workflows that prevent errors and fraud.

CA collaboration

Give your chartered accountant direct read access to ledgers, reports, and GST returns. No more emailing data back and forth.

Full accountability

Every transaction shows who created it, who modified it, and who approved it. Complete audit trail for compliance and internal control.

Instant access control

An employee leaves? Revoke access in one click. New hire joins? Invite and set permissions in under a minute.

Built for Indian business teams

Indian businesses have unique team structures — the owner, an accountant, articled clerks, an external CA, and sometimes part-time bookkeepers. ReadyBooks supports all of these with appropriate access levels.

The maker-checker workflow ensures that junior team members can create transactions while senior staff review and approve. This is exactly how CA firms and growing businesses need to operate — with control, not chaos.

Frequently asked questions

Collaborate with your team securely

Add your team members with the right permissions. Free for everyone — no per-user charges, no credit card required.