Invite a colleague to Practice Manager

Once you have set up Practice Manager for your colleagues, you will then be able to invite them to also have access.

First you should go to Accountants. You can then click on Invite accountant.

invite accountant

Then enter the email address for the accountants and select the correct permissions.

select permissions for your colleagues

Note: This process will not give them access to any clients. Unless the accountant was given Self-assign permissions and can add themselves to a client, they will need to be added to individual clients by:

  1. Go to the the Clients page
  2. Click on a client
  3. Choose an accountant you wish to add
  4. Click Add

add accountants to client companies