Account Management
By Daniel and 3 others4 authors10 articles
- How to connect additional sales channelsAdding additional sales channels
- How to add additional users to your accountAdding a new user to your account and the different user roles
- How to manage your email notificationsChoose what account events will trigger an email notification
- How can I switch my Link My Books account from one accountant to another?Migrating your account from one accountant to another
- Set Up and Use Two-Factor AuthenticationTwo-Factor Authentication (2FA) adds an extra layer of security to your Link My Books account.
- Transferring Ownership of a Link My Books AccountHow to transfer the ownership of your Link My Books account to another person (for example, to an accountant, a new business partner, or a different email address)
- Sharing your accounts with a Team using a Magic LinkHow team owners can create a Magic Link to invite clients to share accounts with a team, and how clients use the link to join and share their accounts.