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How to add additional users to your account

Adding a new user to your account and the different user roles

Daniel Little avatar
Written by Daniel Little
Updated this week

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

  1. Go to Settings > Additional Users page

  2. Click Add New User

  3. Enter the Name and Email Address of the new user

  4. Select a User Role from the dropdown

  5. Click Save

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.

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