Members
Invites, roles, and team access in FamilyOFX.
Members
Settings → Members (/settings/members) controls who can access the organisation.
Inviting
- Open Members → Invite.
- Enter email and role.
- The invitee accepts via email link.
Seat limits depend on your billing plan — see Billing.
Roles
Roles control access to settings, billing, and sensitive data. Parent orgs may have additional roles for client workspaces.
Remove members when someone leaves — audit log records administrative actions where enabled.