If you are on the PRO or PRO Plus plan β multiple users can be given access to a single account through their own login details if needed.Β
How to add additional users to your account
There are two types of users, an ''accountant'' or ''standard user''. An accountant will only have permission to view reports, while a ''standard user'' will have the exact same permissions as you will have while accessing the portal.
Currently, you can only add someone as an accountant.
If you would like the user to have standard user permissions:
Navigate to More - Users & Permissions and invite them first as an accountant.
They will need to click on the link found in the email invite to accept.
When they have accepted the email invitation, contact us and provide us with their email address.
We will then be able to elevate permissions for them to a standard user with full access to your account.