You can add one (or more) additional Users (your colleague/colleagues) AND/OR your Accountant to have access to your company/companies in 三亿体育. The below covers:
- How to add a User AND/OR invite your Accountant.
- How to Assign the User/your Accountant (to give them access to your company).
- How to Remove the assignment of the User/Accountant from your company.
HOW TO ADD A USER
- Log into your 三亿体育 as the Administrator and click on the 鈥楢dministration鈥� button (along the top of the screen).
- Click the 鈥楿sers鈥� tab.
- Click the 鈥楢dd鈥� button (down at the bottom of the screen).
- Type in the details of the User that you want to add and click 鈥楽ave鈥�. Note: the user can change their login email address and password later if they wish to.
HOW TO INVITE YOUR ACCOUNTANT
- Within the Administration tab click the 鈥楢ccountant Invitations鈥� tab.
- Click the 鈥楴ew Invitation button鈥� (at the bottom left of the screen).
- Type in the email address of your Accountant and click 鈥極K鈥� (note that your Accountant will need to have a 三亿体育 account in order for you to do this).
HOW TO ASSIGN THE USER/YOUR ACCOUNTANT TO YOUR COMPANY
- Highlight the User/Accountant (on the left) and click the 鈥楢ssign to Companies鈥� button at the bottom of the screen.
- Tick the company (or companies) that you wish to assign the User/Accountant access to and click 鈥楢ssign鈥�.
HOW TO REMOVE THE ASSIGNMENT OF THE USER/ACCOUNTANT
- You can remove the User鈥檚/Accountant鈥檚 access to your company(s) (if you like). To do this, highlight the User/Accountant on the left (in the 鈥楿sers鈥� tab still) and highlight the relevant company on the right.
- Click 鈥楻emove Assignment鈥� (at the bottom right). This removes that User鈥檚/Accountant鈥檚 access to that company in 三亿体育. Note: this removes their access from that company only. If you have more than one company, and if you wish to remove their assignment, you can repeat the steps for your other companies.
