Log into the appropriate client account using the drop-down list at the top of the menu (currently displaying the name of the account logged into).
Navigate to Business icon > Manage users
Click on the Invite user button.
Select the Role and enter the name and email address of the new user. There are predefined roles eg Admin but you can also define your own (from the View roles link) enabling you to give groups of people the same permissions. See the guide How to create a new user role.
If you are choosing the Employee role, select the appropriate employee in the drop down list. This will restrict the employee to be able to view their own expenses and timesheets.
The selected role can be adjusted before confirming. In any role other than Admin, which shows all permissions, you can view all the permissions not currently available by selecting the Show all permissions options.
To enable permissions, select the appropriate radio button under the Full Permission Select All column. To remove permissions select the specific radio button under the No Permission Select All column. To remove all the permissions click on the Select All link within the title.
For Clear Books Partners only: Tick the Is this user an accountant? checkbox if you would like the new user to be able to create new client accounts which link to your partner account.
Hit the Invite user button at the bottom to complete.
The user will now need to accept the email invite. If the invitee cannot find the email invite in their inbox please ask them to check their spam or junk box as well.
For additional help, click here to view all our training options.
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