Instructions for agencies
Note
To invite a client, you will first have to create a Client account. You can find a tutorial for it here.
1. On the left sidebar, select the + button located next to Accounts.
2. Select Clients from the dropdown menu that opens.
3. On the Clients page, select the blue + Invite User button.
4. Fill in the required details
- Name
- Email address
- User type: Select Client from the drop down list
- Role: Choose Administrator or Accountant from the dropdown list based on the user’s responsibilities.
- Client Account: Select one of the created Client accounts.
5. Select Send Invitation.
