The Team section in Ambrook lets you bring other people into your organization — employees, co-owners, managers, or outside professionals like accountants. Each person gets a role that controls what they can see and do in your account.

Only Admins can send team invites. If you don't see the Invite button, check with the Admin on your account.

How to invite someone to your team

Go to Settings in the left navigation.
Select Team.
Click Invite.
Enter the person's name and email address.
Select a role for them (see the role descriptions below).
Click Send invite.

The person will receive an email invitation. Once they accept, they'll be able to log in and access your organization based on their assigned role.

Choosing the right role

Ambrook has four roles for team members. Choose based on what level of access each person needs:

Role	Best for	What they can do
Admin	Co-owners, trusted operators	Full access to all tabs and settings, including sending invites and managing the team. Cannot apply for a Wallet (Primary Admin only).
Accountant	CPAs, bookkeepers, tax professionals	Full read and edit access to the Ledger, Invoices, Analytics, Reports, and Settings. Cannot send team invites, move money, or issue cards.
Manager	Farm managers, supervisors	Can view and edit most of the Ledger, Analytics, Invoices, and Funding. Cannot send team invites, access account balances, manage categories, or move money.
Staff	Employees, farm workers	Can upload receipts and tag their own transactions. Can also view invoices, if desired. Cannot view the full Ledger or most Reports. Limited Settings access.

For a full breakdown of every permission by role, see About roles and permissions.

Managing your team

From Settings → Team, Admins can:

View all current team members and their roles
Change a team member's role at any time
Remove a team member from the organization
Re-send invitations that are still pending acceptance

To remove a team member: click the three dots next to the person's name and select Revoke Invitation.

To re-send an email invitation: click the three dots next to the person's name and select Resend Invitation.

Changing the Primary Admin

Every Ambrook organization has one Primary Admin. This role is the only one that can apply for a Wallet. Unlike other roles, the Primary Admin cannot be changed directly in the app — contact support and the team will make the switch on your behalf.

Frequently asked questions

Can I invite my accountant or CPA?

Yes. Invite them from Settings → Team and assign the Accountant role. This gives them access to your Ledger, reports, and settings so they can work in your books without being able to move money or manage your team. For step-by-step guidance, see Accountant Access to Ambrook.

Can I have multiple organizations under one login?

Yes. A single Ambrook login can be a member of multiple organizations. Use the organization switcher in the bottom-left corner of the screen, or go to Settings and use the toggle at the top, to move between them.

What happens if the Primary Admin leaves the organization?

The Primary Admin role should always be held by the person with primary ownership of the account. If you need to transfer this role, contact our support team at support@ambrook.com (or via the support chat) and we'll coordinate the change.

Have questions? Reach out to our support team at support@ambrook.com or via the support chat.

Managing Your Team