Members

Invites, roles, and team access in FamilyOFX.

Members

Settings → Members (/settings/members) controls who can access the organisation.

Inviting

  1. Open MembersInvite.
  2. Enter email and role.
  3. 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.