Manage Users on a Business

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, 31 Oct, 2025 at 12:33 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...
Fri, 31 Oct, 2025 at 12:34 PM
How to change the ownership of a business
In Clear Books you can update the main user of the business. The main user has ownership of the business.  Step 1. Navigate to Business > Manage Use...
Thu, 6 Nov, 2025 at 9:28 AM