# Inviting someone to help

How to get your bookkeeper, accountant or partner onto the application without handing over your password.

Updated: 2026-09-12

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A business applies, not a person. The bookkeeper has the banking login; the partner signs. So an
application belongs to your business, and anybody you add can work on it — with their own
account, their own password, and their own name against what they did.

## Inviting someone

**On the web:** **Team** — from your name at the bottom of the sidebar — then **Invite someone**.

<Shot src="portal-team-invite" alt="The invite someone dialog asking for their email, what they can do, and an optional note, with a Send invitation button." />

Three fields:

- **Their email.** Where the invitation goes.
- **What they can do.** Employee or owner — see [owners and employees](/help/owners-and-employees).
- **A note**, optional. They see it in the invitation, and it is the difference between an
  unexplained email from a lender and "can you connect the bank account?".

**In the app:** the **Team** tab, then **Invite someone**. The same three fields, and the same
rules — the app asks our server who may do what rather than deciding for itself.

<Shot src="ios-invite" phone alt="The invite sheet in the Spark app with fields for their email, what they can do, and an optional note." />

Outstanding invitations are listed under **Invited** with the date they expire, and **Cancel**
beside each one.

## What happens next

They get an email with a link. Following it, they make their own account — or sign in, if they
already have one — and land on your business's applications.

- **An invitation lasts seven days.** The Team screen shows the date each one expires.
- **Resend and Cancel** sit next to every outstanding invitation. Resend issues a fresh link and
  kills the old one; cancel stops it working at all.
- **One live invitation per address.** Inviting the same person again refreshes the existing
  invitation rather than leaving two working links to your account.

<Shot src="portal-team-invited" alt="The Team screen with a pending invitation listed under the members, showing the invited email, the role, an Invited badge, the date it expires, and Resend and Cancel actions." />

What they will see, and the things that go wrong at their end, are covered in
[someone invited you to help](/help/someone-invited-you-to-help) — worth sending them if they get
stuck.

## Who to invite

Whoever holds the information you would otherwise be chasing:

- the bookkeeper with the banking login, for the bank statements
- the accountant with the incorporation paperwork
- a partner or co-owner who has to sign

## Only an owner can invite

If you are on a team as an employee, the invite button is not yours. Ask an owner.

## Removing someone

On the Team screen, next to their name. A team must always keep at least one owner, so the last
one cannot be removed or demoted — an application nobody can send is worse than an awkward
conversation.