How to Add Additional Users to Your Account
You can add additional users to your Link My Books account to share access with colleagues, accountants, or team members.
Note: Only the account owner can add or manage users.
How to Add a New User
Go to Settings > Additional Users page
Click Add New User
Enter the Name and Email Address of the new user
Select a User Role from the dropdown
Click Save
⚠️ Important for bookkeepers and accountants managing multiple sales channels:
Additional user access is granted per sales channel, not per account. If a client has multiple sales channels (e.g. two Shopify stores or both Amazon and eBay), you will need to be added as an additional user on each channel separately.
For example, if you have been added to your client's "Shop A" Shopify channel but they also have "Shop B", you will not automatically have access to Shop B. The account owner needs to select the Shop B channel and add you via Settings > Additional Users for that channel too.
If you can see one of your client's channels but not another, please ask them to add you as an additional user on the missing channel.
⚠️ Bookkeepers / Accountants accepting an invitation: When you receive an invitation email from a client and click the link to join their account, you will be asked to sign in. If you choose "Sign in with Intuit" and your Intuit account is already associated with a different Link My Books account (e.g. your own or another client's), you may see an error message saying "only 1 admin" or be unable to complete the sign-in.
This happens because Intuit credentials can only be linked to one Link My Books login at a time. To resolve this:
Try signing in with a different method (e.g. Google or Xero) using the same email address
Or use a different email address that isn't already tied to another Link My Books account via Intuit
If you're still stuck, contact our support team — we can help resolve the sign-in conflict
User Roles Explained
There are 4 user roles in Link My Books, each with different access levels:
🔹 Basic User
Can view and send settlements
Can update their own notification preferences
Can access help pages
Cannot change tax/account settings, add new accounts, or manage users
🧾 Accountant
Full access except billing and user management
Can add new accounts
Access to accountant-specific features
Cannot view or add users
⚙️ Admin
Full access except billing
Can add new accounts
Can view and add users
👤 Owner
Full access to everything, including billing and user management
This is the account used to first set up Link My Books
👥 Special Option for Accountants: Parent/Child Access
If you're an accountant managing multiple sales channels for a client, Link My Books offers a parent/child setup designed to make your workflow easier.
With this setup:
The account owner can nominate specific users (typically an accountant) to have full access to all current and future sales channels under their account.
You don't need to be added manually to each individual sales channel.
As new accounts are connected by the owner, you'll automatically gain access — saving time and reducing admin.
💡 To enable this setup, the account owner must contact Link My Books support via the chat icon in the bottom-right corner of any page and request the parent/child user setup.
This feature is especially useful for accountants or bookkeepers managing multiple seller accounts under one client.
Invited User Sees an Empty Dashboard
If you've been added as an additional user but your dashboard appears empty — with no settlements, transactions, or sales channel data visible — this is almost always a per-channel access issue.
Why this happens: In Link My Books, user access is granted on a per sales channel basis. When the account owner adds you as a user, they do so from within a specific sales channel. If the owner only added you to one channel (or none), you won't see data from other channels on your dashboard.
How to fix it:
Ask the account owner to log in to Link My Books
For each sales channel you need access to, the owner should navigate to that channel and go to Settings > Additional Users
The owner should check whether your name appears in the user list for that channel — if not, they need to click Add New User and add you
Repeat for every sales channel you need to see
Tip: If the account owner wants you to have access to all current and future sales channels automatically, they can request our parent/child user setup by contacting support. This removes the need to add you to each channel individually. See the section above for details.
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].