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....
Thu, 21 Jun, 2018 at 3:28 PM
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...
Thu, 19 Jul, 2018 at 2:03 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 main user
Step 1. Navigate to Home > User permissions. Step 2. Click on the keys icon beside the user that you would like to update as the main us...
Thu, 21 Jun, 2018 at 3:28 PM