If you've been using Link My Books' parent/child account relationship to share accounts between users, we're moving you to our new Teams feature. Everything you could do before will still work — and you'll gain several new capabilities on top.
✉️ You'll be notified by email as soon as your account has been migrated. No action is required from you before then.
A quick recap: how parent/child worked
Under the old parent/child model:
A child user could see every account the parent user had access to.
When a child added a new client account, it was created under the parent's user account — so every other child of that parent could see it too.
This worked, but it only supported one shared "pool" of accounts per parent. There was no way to organise accounts into separate groups or to give different colleagues different levels of access.
What happens when you're migrated to Teams
The parent becomes the team owner.
Each child becomes an admin member of that team.
All accounts that were previously shared via the parent/child relationship are shared with the team automatically.
Because children are migrated in as admins, the behaviour you had before stays exactly the same:
Admins can see every account the team owner shares with the team.
When an admin adds a new client account, it's created under the team owner's user account — so it stays available to everyone on the team, just like before.
What's new and better with Teams
Teams goes beyond what parent/child could do:
Multiple teams per owner — a team owner can create several different teams (e.g. by office, partner, or client group), each with different members and different shared accounts.
Two member roles with different permissions:
Admin — can manage the team, invite members, and add/manage shared accounts (this is what migrated children become).
Member — can work with the accounts shared with the team but can't manage team settings.
Invite anyone by email, including people who don't yet have a Link My Books login.
Switch between teams (and your personal workspace) from the header in one click.
Granular account sharing — the team owner chooses which accounts are shared with which team.
Do I need to do anything?
No. The migration runs automatically, and you'll get an email confirming once it's done. After that:
Sign in as normal.
You'll see a team selector in the header — your migrated team will already be there with all the accounts you had access to before.
Carry on working exactly as you were.
If you want to start taking advantage of the new Teams features — multiple teams, different roles, inviting new people — you can do that any time after migration.
Want to know more about Teams?
For a full walkthrough of how Teams work — creating teams, inviting members, sharing accounts, and switching between teams — see our main Teams guide:
If you have any questions about this article or feedback on how we could make it better, please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].