Add Members to Your Organization

Build your team by inviting accountants and staff into your organization. Members receive role assignments that define their platform access and capabilities.

Important: only organization Owners or Admins can invite new members.

Steps to add members

1. Click your Account Menu (your initials) in the top right corner.
2. Select "View Organization" or the gear icon next to your organization's name.
3. In the User Management screen, click "Invite Partners".
4. Enter the new member's email address in the pop-up window.
5. Choose the role (Member or Manager) to set the permissions level.
6. Click "Send Invitation".

The invited person receives an email invitation. Once they accept, you can configure their access level by assigning their role.

Tip: invite new team members before onboarding a new client. That way you can assign the right people from day one without having to update permissions later.