Skip to main content
Forwardly Support Center Help Center home page
  • Submit a Ticket
  • Go to Forwardly
  • Submit a Ticket
  • Go to Forwardly
  1. Forwardly Support Center
  2. Account and Teams
  3. Users and Data Access

Users and Data Access

  • How can I add a Beneficial Owner to my business on Forwardly?
  • How do I add a team member?
  • How do I give someone access to a business?
  • How can business owners and accountants assign permissions to users in Forwardly?
  • Does it matter what type of user account I create?
  • How do I deny someone access to my business?

Start thinking Forwardly. Simplify cash flow management

Get started
Forwardly is a ForwardAI product.
LinkedIn Twitter Facebook Instagram Youtube
Seamless Integration with
  • Accountants
  • Businesses
  • Getting Paid
  • Pricing
  • Partners
  • Contact us
  • Support Center
  • Blog
  • Log in
  • About Forwardly

©Copyright 2025 Forwardly. All Rights Reserved. Intuit and QuickBooks are registered trademarks of Intuit Inc. Used with permission.

  • Privacy Policy
  • |
  • Terms of Service