Teams let multiple people work together on the same Link My Books accounts and sales channels, without sharing logins. This is ideal for accounting firms and multi-person e‑commerce businesses.
⚠️ Ensure you are in the correct team space to view your accounts.
Your accounts are grouped under a specific Team. To see them, you need to switch to the correct team using the team selector in the top-right of the header. Click on the current team or workspace name shown there and select the team your accounts belong to. Your settlements dashboard and account list will update when you move between Team spaces.
What Teams do
Group client accounts and sales channels into a shared team workspace
Invite colleagues or clients by email (including people not yet registered on Link My Books)
Control who can manage settings versus just view and work with data
Quickly switch between teams or your personal workspace from the header
How to use Teams
Create a team
Go to Settings → Teams
Click Create team, give it a name, and save
Invite members
Open your team, click Invite member
Enter their name, email, and choose a role:
We'll email them an invite:
Existing users sign in and accept
New users sign up first, then join the team
Share accounts with the team
As the account owner, choose which accounts/sales channels to share with each team
Use Account sharing to see all teams that have access and remove access when needed
Switch between teams
Use the team selector in the top-right of the header to move between:
Your current team
Other teams you belong to
Your Personal workspace
The account list and settlements dashboard update automatically when you switch teams
Impact for you and your clients
Accounting firms can organise client accounts by partner, office, or team and give staff controlled access.
E‑commerce businesses can give finance, operations, and advisors access without sharing passwords.
New team members get a clear invite email and see the right accounts as soon as they join.
Owners keep full control: they see which teams can access each account and can remove access in a few clicks.
Who has access and billing notes
Any user can be a member of multiple teams; there is no set limit.
When you add a new client account while working in a team, that account belongs to the team owner and counts towards the team owner's plan.
If you have any queries regarding the Teams feature or encounter any issues while using it, please contact the support team and provide as much detail of your query as possible so that we can assist you.
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].