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Dashboard Administration
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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