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.
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 header to move between:
Your current team
Other teams you belong to
Your Personal workspace
The account list updates automatically when you switch teams or when team membership changes
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.
Troubleshooting
"Email Address Conflict" screen when clicking a Teams link or accepting an invite
This screen appears when the email you are using to access Teams is already linked to a different Link My Books login. Because each email address can only be tied to one Link My Books login, the system cannot use the same email twice on the same account.
⚠️ What you see: A page headed "Email Address Conflict" with a "Contact support" button, often after clicking a link in the Teams setup flow or in a team invite email.
What to try first
If you have more than one sign-in method (for example, you can sign in with Google, Xero, or QuickBooks), try signing in with a different method using the same email.
If the conflict is on a colleague's invite, ask them to send the invite to a different email address that is not already tied to another Link My Books login.
If you still cannot get in, contact support
Resolving the sign-in conflict on our side is a manual step. To help us sort it quickly, please include in your message:
The email address that is showing the conflict.
How you normally sign in (Google, Xero, QuickBooks, or email and password).
What you were trying to do when the screen appeared (for example, creating a team, accepting a team invite, sharing an account, or switching teams).
Which account or team you were working in at the time.
Other "Contact support" pathways in Teams
The Teams area has a small number of other "Contact support" links that appear when an action cannot be completed from the dashboard alone. The most common ones are:
Removing a team owner or transferring team ownership — for security reasons this must be done by our team. Contact support and confirm the current owner's email, the new owner's email, and the team name.
Migrating an account out of a team — if you need an account moved out of a team (for example, to give a client direct ownership of their own account), contact support with the account name and the destination email. The client will need to confirm the move via email so we have authorisation from both sides.
Removing the last admin or unlocking a team that has lost its owner — contact support with the team name and a brief description of what happened. We can restore access from the back end.
💡 Tip: When sending screenshots of a Teams error, please include the page URL or the section of Teams you were in (Settings → Teams → [team name]). This helps us identify which flow you were on so we can resolve the issue without further back-and-forth.
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].