How do I give someone access to a business?

It's easy to give someone access to a business by adding a new user. If you've already added them as a team member (for accountants only) it's even easier. 

No matter what, it's only going to take seconds from login. So let's take a look at how simple it is. 

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Add a new user to a business

1. Log in to Forwardly. 
2. Select the business you want to add a user to on your Business List. You can use the search bar if you have a lot of businesses added.
3. Go to Business Settings on the left-hand navigation bar. 
4. Go to Business Users. 
5. Enter the name and email address of the user you want to add. 
6. Select their permission level. 
7. Click Send Invite. 

Add a team member to a business

1. Log in to Forwardly. 
2. Select the business you want to add a user to on your Business List. You can use the search bar if you have a lot of businesses added.
3. Go to Business Settings on the left-hand navigation bar. 
4. Go to Business Users. 
5. Find your team member in the list and select the checkmark beside them.

   Reminder: Don't see your team member on the list? Make sure to add them to your team first.

6. Select their permission level. 
7. Click Allow Access.