Invite a user into your account
Help Article
Inviting other users into your account
Links
Steps
1. Navigate Home > Users
2. Enter the invitee’s email, set user permissions
3. Click Invite User
Clear Books supports multiple users so you can invite your accountant or directors into your account to collaborate on your finances.
Step 1.
Navigate Home > Users.
Step 2.
Enter invitee’s email and edit user permissions.
User Permissions
Step 3.
At the bottom of the page click Invite User.
The user will now need to accept the email invite. If the invitee cannot find the email invite in their inbox please ask them to check their spam or junk box as well.