How to add a team member

Need to give someone access to your Accounting Links account? Here's how to invite a new team member:

Written By Jonty Swift

Last updated 7 months ago

  1. Log In to Accounting Links
    Start by logging into your account.

  2. Open Settings
    Click “Settings” in the top right corner. A dropdown menu will appear.

  3. Select Team
    From the dropdown, click on “Team.” This will take you to the team management page.

  4. Click Add Member
    In the top right corner of the team page, click “Add Member.”

  5. Enter Email and Set Permissions
    Enter the email address of the person you’d like to invite and choose the appropriate role/permission level for the user.

  6. Send the Invite
    Once submitted, a link will be emailed to the new team member so they can join your workspace.