Invite your team with tailored permissions.
Give access to your team, your accountant or anyone who needs it, with ready-made roles or per-module permissions. Everyone signs in with their own user and sees only the part of Holded that concerns them.
Team
Invite- Admin
Marta García
Active
- Sales
Jordi Pons
Active
- Accountant
Rius Accountants
Active
- Warehouse
Laura Martín
Invitation sent
4.6/5Join over 900,000 users
Preset roles
Invite your team in seconds
Pick a role, type the email and you're done. Preset roles cover the usual positions in a small business, with nothing to configure.
Admin
Full access to the account: settings, invoicing, accounting, banking and reports. For whoever runs the business.
Accountant
Works in accounting, taxes and documents directly inside your account, so you never have to send files over.
Sales
Creates quotes, invoices and contacts, and follows deals in the CRM. No view of accounting or the bank.
Warehouse
Manages products, stock, delivery notes and orders. No purchase prices, margins or financial data.
Team member
Portal access to clock in, request time off and upload expenses. Each person sees only their own information.
Custom role
None of them fit? Build your own by choosing permissions module by module and save it to reuse.
Custom roles
Tailored permissions, module by module
Create your own roles and decide, for each module, what each person can view, create, edit, delete or export. Hide bank balances, salaries or margins from anyone who doesn't need them.
One permission per action
View, create, edit, delete and export are switched on separately. Someone can create invoices without being able to delete them.
Sensitive data out of sight
Balances, payroll, purchase prices or margins: decide who sees them and who doesn't.
Reusable roles
Set the role up once and assign it to every new hire in one click.
Role: Sales
Example of a custom role for the sales team
| Module | View | Create | Edit | Delete | Export |
|---|---|---|---|---|---|
| Invoicing | Allowed | Allowed | Allowed | No access | Allowed |
| CRM | Allowed | Allowed | Allowed | Allowed | Allowed |
| Projects | Allowed | Allowed | No access | No access | No access |
| Inventory | Allowed | No access | No access | No access | No access |
| Accounting | No access | No access | No access | No access | No access |
| Treasury | No access | No access | No access | No access | No access |
| HR | No access | No access | No access | No access | No access |
| Reports | Allowed | No access | No access | No access | No access |
By team
Everyone sees only what they need
This is how teams working in Holded share access.
If you run the business
You have access to everything, decide who gets in and see in the activity log what each person did. Without sharing your password with anyone.
Admin and finance
Accounting, banking, collections and payments in full. The rest of the team works in their modules without touching the ledger.
Sales team
Quotes, invoices, contacts and CRM. Each person sees their deals and their customers, with no access to balances or margins.
Warehouse and logistics
Stock, delivery notes, orders and transfers between warehouses. No purchase prices or financial reports.
Your accountant
Signs in with their own user, reviews the books and prepares taxes from your account. No more emailing files back and forth.
Control and security
You know who gets in and what they do
Giving more people access doesn't mean losing control.
Activity log
Every change is recorded with who made it and when. If something doesn't add up, you know where to look.
Two-step verification
Add a second check at sign-in to protect the account even if a password leaks.
Revoke access instantly
When someone leaves the company, you deactivate their user and they're out right away. No shared passwords to change.
Several companies, one login
If you manage more than one company, switch between them from the same session with the permissions of each one.
How it works
Three steps to get your whole team working in Holded.
- 1
Invite by email
Type the person's email and pick a preset role or one of your own.
- 2
Adjust the permissions
Tick what they can view, create, edit, delete or export in each module. Change it whenever you want.
- 3
Everyone signs in with their own user
They receive the invitation, create their password and start working only on what's theirs.
Frequently asked questions
It depends on the plan: 1 user on Plus, 2 on Basic, 4 on Standard, 7 on Advanced and 15 on Premium. Everyone logs in with their own account and permissions, your accountant does not take up a seat, and if you need more people you add extra users from the Holded Store.
Yes. Invite your accountant with their own user and the accountant role: they'll see the accounting, taxes and documents they need to work, without you emailing files over. You decide whether they also see the bank or invoicing.
For each module (invoicing, accounting, treasury, inventory, CRM, projects, HR and reports) you choose whether the role can view, create, edit, delete or export. You can also hide specific data such as bank balances, salaries or margins.
You deactivate their user from the settings and they lose access immediately. Everything they did stays in the activity log, and there are no passwords to change because each person has their own.
Yes. If you manage several companies in Holded, each user can have access to more than one with different permissions in each, and switches company without signing out.
The offer
14 days free and half price for the first 3 months
- Invoicing, accounting, banking, inventory, projects, CRM and team
- Verifactu and e-invoicing included and kept up to date
- Free access for your accountant
- Assisted data import at no cost
- Support by chat and phone
Company plans from
14,50 €29 €a month
for the first 3 monthsLimited-time offer
14 days free and no card. You pick a plan once you see it works, and you change or cancel whenever you want.
Start now
Put in your work email and go. No card.