If you created your account as an Accounting Firm, then you can easily add a team member. Once added, you can assign each team member different permissions and roles for different clients very easily.
To Add a Team Member
- Log in to your accounting firm on Forwardly.
- In the left-hand navigation bar, open the Team area.
- Click Invite a Team Member.
- Fill in your Team's Name and Email Address.
- Press Add more if you want to add multiple team members at once. You can add up to 10 at one time.
- Click Invite.
- Your team member(s) will receive an email invitation to join your firm on Forwardly.
|
Reminder: You can always resend an invite to join your team if your team member hasn't accepted it yet. You can also cancel an invite if needed. |