How to invite new users to access an organization in Bookkeep
Bookkeep™ allows accounting professionals to manage multiple entities with a single login. Our system classifies your accounting practice or corporation as a “Company”. Within this Company, you may manage several businesses. These individual businesses are what we consider your “Entities”.
You can provide your individual team members with access to any of these entities, as you might want to split the workload internally, depending on your needs.
To do so, follow these steps:
A. Select the entity from the drop-down list (if you have more than one)
B. Click “Settings”
C. Click “Users” – here you will see a list of existing users and their assigned roles
D. Click “Invite user”
Note: this is where you can also remove users from having access to the entity by clicking the red “trash bin” icon on the right-hand side of the user, which will prompt a confirmation window to display (to avoid accidental deletions).
After clicking "Invite user" a new pop-up window will display, prompting you to add an email address, First and Last Name for the new user you are inviting to that specific entity, as well as the role you would like to assign them (Admin or Owner). After all fields are filled, click "Send invite".
Admin role - Admins have all standard Bookkeep permissions and feature access.
Owner role - An Owner is essentially a "primary admin". Every entity needs 1 Owner, who ultimately controls an entity's billing and app subscription.
The invitation email sent to the new user will have a link which they will need to follow to create their bookkeep.com profile, confirm their account and have access to the new entity.
The new user will be displayed in your list under "Users" now.
If you have any questions regarding user settings, feel free to reach out to firstname.lastname@example.org.