Invite your accountant and team
Give your accountant and staff their own sign-in, with access to only the areas you choose.
Open Team & roles. It starts with a Your accountant card. Your accountant can use any email address and does not need to work for your company.
- Choose to invite a person and enter their email.
- Pick their role.
- Tick the areas they can open: Overview, Sales, Purchases, Banking, Documents, Reports, Tax and Settings. Each role starts with sensible defaults.
- Send the invitation. If email is not available, copy the invitation link and send it yourself.
- The person signs up through the link and opens your company with the access you chose.
You can change a member's areas at any time from their row. Only the owner can invite people or change access.
User limits
- Startup: 1 user plus 1 accountant
- Basic: 3 users plus 1 accountant
- Pro: 10 users plus 1 accountant
- Advance: 25 users plus 1 accountant
An invitation over your plan's limit is refused and the limit is shown. Custom roles are part of Basic and above.