There are 4 types of user accounts:

  1. Basic
  2. Accountant
  3. Admin
  4. Owner (original account used for first set up)

Basic Users
Can view and send settlements, change their own notification preferences and view help pages only.
Can't change any Accounts & Tax Rates or other settlement settings.
Can't add new accounts.
Can't view or add new users.

Accountant Users
Access to everything except Billing.
Can add new accounts.
Can't view or add new users.

Admin Users
Access to everything.
Can add new accounts.
Can't view or add new users.

Owner Users
Access to everything.
Can add new accounts.
Can view and add new users.

Adding a new user

To add a new user to your Link My Books account you will need to be the account owner.

Navigate to the Users settings page.

Click Add New User

Enter the Name and Email for the new user and select a User Role.

IMPORTANT: The email address you give MUST be the one the user will use to login with Google - so it must be a Google account email.

It is best to check with the user which Google account email address they want to use before adding them as a user.

If they try to sign in with an email address other than the one you sent the invite to, the system will not allow them access to your account. This is for your safety and the security of your account.

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