How to add access to the program for your accountant?

Created: 2017-03-24
Last updated: 2017-06-07
Post view count: 337

You may add access to the program for your accountant or just for one of your colleagues and choose the level of access each user has.

The first way to do so is to create a new user by going to Settings > Users > Add/invite user.
You can create a login and password or just send an invitation to chosen person. The role of said user may guarantee access to all account or just for selected department.


There is also another way to add access to the program for your accountant. Go to Settings > Account settings > Configuration > Users and privileges > Accounting office which has access to the system.


The third option regarding adding access to the program for your accountant is to go to Settings > Accountant access > Send.


This brand new accountant has the ability only to preview invoices, not for issue nor to edit one. You may change its limitation in Setting > Account setting > Configuration > Users and privileges.


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