Bring your team in
Everyone at your firm gets their own Sealio account, with one role in your firm.
- 1
Invite by email
Owners and Admins enter an address and choose a role. The invitation link works once and expires after 7 days.
- 2
They accept
Your colleague creates an account with the invited address, confirms it with a 6-digit code, and opens your firm’s workspace.
- 3
Adjust as people change
Change a role or remove a member from the Team page. They lose access at once, and their past work stays in the audit log.
Access that is checked everywhere
Permissions are enforced on the server for every action, and denied unless a role allows them.
- Five roles
- Owner (everything, including billing), Admin (everything except billing), Case manager (clients, checklists and requests), Reviewer (accepts, returns and downloads), Viewer (reads and downloads).
- Pending invitations
- See who has not joined yet. Resend issues a fresh link and cancels the old one; Cancel withdraws the invitation.
- Two-factor sign-in
- Each person can turn on an authenticator app with 10 backup codes, and see their recent sign-ins and failed attempts.
- Several firms, kept apart
- Someone who works with more than one firm sees a firm list, and each firm’s data stays completely separate.
- Sessions that end
- Sessions end after 12 hours without activity and always within 30 days.
- Recorded in the audit log
- Invitations, role changes and removals are written to the same tamper-evident trail as document decisions.
PlannedTeams inside a firm, letting a firm require two-factor sign-in for everyone, passkeys, and single sign-on for enterprise firms.
A firm of four, with four different jobs
A worked example with made-up names. Every step is something Sealio does today.
The owner of a small accounting firm invites three colleagues. Her senior accountant becomes an Admin, so he can manage the team and settings but not billing. The bookkeeper who runs client requests is a Case manager. A seasonal reviewer who only checks documents during tax season is a Reviewer: she can accept, return and download, and cannot create or send requests.
In May the reviewer’s contract ends and the owner removes her from the Team page. She loses access at once. Every decision she made stays in the audit log under her name.
Team & access: questions and answers
What roles does Sealio have?
Five: Owner, Admin, Case manager, Reviewer and Viewer. Owners can do everything including billing; Viewers can read and download documents.
Who can invite team members?
Owners and Admins. Nobody can give another person more access than they have themselves.
What happens when I remove someone?
They lose access to your firm immediately. Their past work stays in the audit log, and their Sealio account and any other firms they belong to are not affected.
Is two-factor sign-in available?
Yes. Each person can turn on two-factor sign-in with an authenticator app. Requiring it for a whole firm is planned.
Related features
Your next client is the last item on the list.
Start with a ready-made checklist or build your own, invite a client, and watch the stamps land.