Manage and Invite Users
This article aims to help you with inviting users and contacts to access your account with either admin or user privileges.
To make these changes, click on SETTINGS > ACCOUNT > USER.
Add Your Accountant/Bookkeeper as an Admin
This will allow your accountant and/or bookkeeper to oversee your connections, transactions and process your invoices. When adding an accountant or bookkeeper ensure you select accountant as the "user type". This process is shown in the image below.
This will allow your accountant and/or bookkeeper to oversee your connections, transactions and process your invoices. When adding an accountant or bookkeeper ensure you select accountant as the "user type". This process is shown in the image below.
Adding Admins and Other Users
You can add multiple admin users to your account and you can also add additional users from your company. When adding admins or users ensure you specify their "user type" by selecting the appropriate category. The image below shows how these can be added.
You can add multiple admin users to your account and you can also add additional users from your company. When adding admins or users ensure you specify their "user type" by selecting the appropriate category. The image below shows how these can be added.
Remove an Existing User
To remove existing user from your account, click on the delete icon as shown in the image below.
To remove existing user from your account, click on the delete icon as shown in the image below.
Related Articles
[MYOB AR Live users] How Do I Invite my Suppliers to join Link4?
[MYOB AR Live users] How Do I Invite my Suppliers to join Link4? (1) To invite your suppliers to join Link4, log in to your Link4 account and go to the “My Suppliers” page. (2) Click the "Invite" button. Please note that "Add ABN" button will show ...[QuickBooks Online users] How Do I Invite My Customers to join Link4?
[QuickBooks Online users] How Do I Invite My Customers to join Link4? To invite your customers to join Link4, login to your Link4 account and go to the “My Customers” page. Step 1 Select the customers you would like to invite to Link4. Step 2 Add ...[MYOB AR Live users] How Do I Invite My Customers to join Link4?
[MYOB AR Live users] How Do I Invite My Customers to join Link4? To invite your customers to join Link4, log in to your Link4 account and go to the “My Customers” page. Step 1 Select the customer/s you would like to invite to Link4. You may click on ...[QuickBooks Online users] How Do I Invite my Suppliers to join Link4?
[QuickBooks Online users] How Do I Invite my Suppliers to join Link4? To invite your suppliers to join Link4, login to your Link4 account and go to the “My Suppliers” page. Step 1 Select the suppliers you would like to invite to Link4. Step 2 Add ...[Xero users] How Do I Invite My Customers to join Link4?
[Xero users] How Do I Invite My Customers to join Link4? To invite your customer to join Link4, first you must make sure that they are correctly categorised as a customer in Xero. (1) Login into your Xero account and click on Contacts -> Customers: ...