Invite your team, bookkeeper or accountant
Give people their own sign-in with only the access they need.
- Go to Settings → People & access and select + Invite user.
- Enter their email address.
- Choose their main Workspace role, and tick Also give them for any extra roles (for example Approver plus Payroll administrator).
- Select Send invitation. The invitation is valid for seven days.
To change someone's access, select Change roles next to them. To remove someone, remove their access; their past work stays in the audit trail.
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