Add or remove collaborators to a client account - Accountants & bookkeepers
As an accountant or bookkeeper with permission to add collaborators to a client account, you can invite additional users, such as your colleagues, to access specific accounts.
Note: You must be an administrator of your organization’s dashboard to add and remove users for client companies.
Adding Collaborators
- Click “Members” in the left menu of your partner dashboard.
- Click the grey plus sign (+) for the member you want to add.
- Check the box next to each company you want this user to be added to, or check “Select All” to add the user to all companies.
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Note: Only companies managed by the user’s assigned office will be listed as options.
What to Do If a Company Has Not Enabled Adding Users
When you are selecting a company, you may see a message that says, “Company has not enabled adding users.” This means the company owner has not given you permission to add additional collaborators. If you believe this is an error, contact the company owner and ask them to update your permissions.
Click “Add Selected” to add the user to all checked companies. The user’s permissions will be set to match those that each company has enabled for your firm.
Removing Collaborators
- Click “Members” in the left menu of your partner dashboard.
- Click the name of the user whose access you want to edit.
- In the member profile on the right, you will see the user’s details, including the companies they have access to. Click the purple “X” to revoke this member’s access to a company.
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Note: Do not click “Remove Member,” as this will remove the user from your firm entirely.
Need Help?
If you still have any questions, please don’t hesitate to reach out. Our team will be happy to provide answers and assist you in any way we can.