✓
Choose the areas they can see
Select finance, CRM, reports, boards, or other workspace areas for each spectator individually.
New · controlled team sharing
Share the right work with every teammate.
Spectator access lets you share selected business information without opening the rest of your workspace. Give people the context they need while keeping changes under your control.
Useful for real teams
Let an accountant see the numbers they need.
Share invoices and payments for the previous and current month while keeping CRM records, settings, and other operations private.
Invoices and paymentsShared
Finance dates2 months
Read-only
New · controlled team sharing
Give access without giving away control.
Spectator access lets you share selected business information without opening the rest of your workspace. Give people the context they need while keeping changes under your control.
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Keep access read-only
Spectators can view permitted pages and invoice PDFs, while the server blocks changes, payments, and other write actions.
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Limit finance by date
Share the current month, the previous and current month, or all available dates for invoices and payments.
A safer way to collaborate
Give access without giving away control.
01
Add a teammate
Create a team member from Teams and choose Spectator as the role.
02
Select visibility
Check only the workspace areas that person should be able to view.
03
Set the finance window
Choose how far back they can see invoice and payment activity.
04
Review together
They sign in with their own account and can review the shared information without editing it.
Useful for real teams
Let an accountant see the numbers they need.
Share invoices and payments for the previous and current month while keeping CRM records, settings, and other operations private.
Useful for real teams
Invoices and paymentsVisible
CRM and settingsPrivate
Write actionsBlocked
Spectator access questions
What can a spectator do?
A spectator can view only the workspace areas selected by an owner or administrator. Spectators cannot create, edit, delete, send, or record payments.
Can I share only invoices and payments?
Yes. Select Invoices and payments and leave every other area unchecked. You can also limit finance visibility to the current month or the previous and current month.
Can access be changed later?
Yes. An owner or administrator can change a spectator’s visible areas and finance date window from Teams at any time.
Works well together
Create the schedule, then give the right teammate a read-only view of the invoices and payments.
Start a free workspace