Accountants and bookkeepers who have been granted access to add collaborators to a client account may invite additional users. This can be especially useful if you need to grant access to colleagues in your firm.
Note: You must be an administrator of your organization's dashboard to add and remove users to companies.
What we'll cover
Adding collaborators
Click Members in the left menu of your partner dashboard.
Click the grey (+) for the member you'd like to add.
Check the box beside each company to which you would like this user added, or check "Select All" to add this user to all companies.
Note: Only companies managed by the user's assigned office will be listed as options.
What to do if a company has not enabled adding users
When selecting a company, you may see the message "Company has not enabled adding users." This means that the company owner has not enabled permissions for you to add additional collaborators. If you feel this is in error, reach out to the company owner and ask them to update your permissions.
Click Add Selected to add the user to all checked companies. The user permissions will be set to match those that each company has enabled for your firm.
Removing collaborators
Click Members in the left menu of your partner dashboard.
Click the name of the user whose access you want to edit.
In the member profile on the right, you'll see the user's details, including companies they have access to. Click the purple "X" to revoke this member's access from a company.
Do not click "Remove Member," as this will remove this member from your firm.
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