Manage Users

How to accept an invite as a new user
All new invited users will be sent an email with a randomly generated password as explained below. Please see our guide on how to invite new users. Step 1....
Wed, 20 Mar, 2019 at 9:44 AM
How to invite a new user into your account
Clear Books supports multiple users so you can invite your accountant, employees or directors into your account to collaborate on your accounts. You must ha...
Fri, 6 Dec, 2019 at 2:46 PM
How do I give my accountant access to Clear Books?
You can invite your accountant in as a new user. The guide below explains how to set up a new user and define their permissions. How to invite a new use...
Fri, 25 Oct, 2019 at 4:02 PM
How to create a new user role
Clear Books comes with predefined roles (lists of permissions) to apply to new or existing users, however you can also customise your own. See also the guid...
Thu, 21 Jun, 2018 at 3:28 PM
How to change the ownership of an account
In Clear Books you can update the main user of the account. The main user has ownership of the account.  Step 1. Navigate to Home > Manage Users. ...
Thu, 11 Jul, 2019 at 9:32 AM