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You can give teammates their own Bridge app sign-in, so nobody has to share a password.

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Invite someone

1

Open Team

In the Bridge app, go to Team and choose Invite someone.
2

Enter their email and role

Type their email address and choose a role.
3

They accept

They get an email with a link to accept the invitation and set a password.

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Roles

A role decides what a person can see and do, for example whether they can create API keys, manage webhooks, or download statements. Your business comes with standard roles: Owner, Admin, and Member. You can also create your own role with exactly the permissions you want, for example a Treasury reviewer who can only view transactions and statements. To create a role, go to Team, open the roles view, and choose the permissions for each area.

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Change or remove someone

In Team, open the person’s menu to change their role or remove them. Removed people can no longer sign in to your business.
Last modified on October 29, 2026