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  2. Accountants & Bookkeepers
  3. Dashboard Administration

Dashboard Administration

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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
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