Getting started
Add your staff and your CA
Go to Settings → Team & roles, pick a role, generate an invite link and share it yourself. Owner can do everything; Staff raises invoices, records payments and moves stock; Accountant can read and export every report but cannot change a number.
Invite someone
Settings → Team & roles → pick a role and generate an invite link. You share the link yourself — on WhatsApp, or however you already talk to them. They set their own password; you never handle it.
The three roles
Owner can do everything, including inviting other people and changing business settings.
Staff can run the day: raise invoices and quotations, add customers and items, record payments, move stock.
Accountant is read-and-export only. Your CA can open every report, read every invoice and export whatever they need — and cannot change a single number. It is the role to use for anyone you want looking, not touching.
If your CA has several clients on Gallafy
A CA invited to several businesses moves between them from the account menu, under Your businesses. One login, no signing out and back in, and the same records either way.
Owning two businesses on one login is a different thing, and it is not something Gallafy does yet. Each business you own needs its own account; being invited into somebody else's is what the switcher is for.