Add an accountant or staff user

Only an owner can invite people. You do it under Staff and access in Settings. Each person signs in with their own email and a six-digit code.

The roles are Owner, Manager, Viewer and Accountant. An Owner and a Manager work in the account. A Viewer reads every page and changes nothing. An Accountant sees reports, expenses and documents only.

An owner can change a role or disable a person at any time from the same section.

1. Open Settings and find Staff and access.
2. Enter the person's email and choose a role.
3. Choose Invite staff user. The person opens the email and signs in with a code.