As an Accountant or CFO user, you can easily add a team member. Once added, you can assign each user different permissions to access a particular business, but only from that particular business's settings.
| Tip: Did you create your account as a business owner? You won't be able to add team members, but you can still give new users access to your business. Check it out here. |
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To Add a Team Member
- In the top right of your screen, click on your name to open a dropdown menu.
- Click on Practice Settings.
- On the Practice Settings page, click on the Team Management tab.
- Fill in the new user's Name and Email Address.
- Click Send Invite.
- The new user will receive an email invitation to join your team.
| Reminder: User invites can expire! Let the users know you've added them and that they will need to check their inboxes for the invitation as soon as you send it. |