How to add your team members
Overview
You can invite team members to your practice account and control what they can access. This guide shows you how to add a new user, set their permissions, and send them login credentials.
- From the top-right corner menu, click on Team.
- Click the Add New button.
- Fill in the required details for your team member.
- Note : The email address you enter must be unique and not already used on the Myaccountant platform.
- In the Manage Access Permissions section, choose the level of access you want to give.
- If you enable access to the Client module, the team member will be able to view and manage all client accounts.
- Click Save to complete the process.
- An invitation email will be sent to your team member with their login details.
Useful Tips :
- Double-check the email address before saving — it cannot be reused if entered incorrectly.
- You can update or revoke a team member’s permissions at any time via the Team section.
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