Dashboard Administration
Add dashboard members and collaborators, create Offices, and more.
- Add a dashboard member or administrator
- How to add and edit offices - Accountants & bookkeepers
- How to manage offices and limit company visibility - Accountants and bookkeepers
- Add or remove collaborators to a client account - Accountants and bookkeepers
- Accessing client accounts as an Outside Collaborator - Accountants and bookkeepers
- How to remove and view inactive companies - Accountants and Bookkeepers