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 Additional Users settings page.

Click Add New User

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

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 add new users.
Access to accountant specific features.

Admin Users
Access to everything except Billing.
Can add new accounts.
Can view and add new users.

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

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