To learn how to create a client account, please click here. Once you have created a client account you can invite your client (and any of their employees) as users on the account by using this guide. If you invite the client owner as an Admin user, they will have the permission to invite their own employees into the account.
The users you invite will only have access to the client account they are invited into.
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 the Home > Manage users menu and 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.
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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