Additional Users on the Bookkeeper360 App
Users are unlimited on the Bookkeeper360 App, you can invite any additional users to the App portal, so you can ensure everyone in your team can access the dashboards and central hub for working with your Bookkeeper360 team.
How to Invite a New User
To invite a new user to the Bookkeeper360 App, follow the steps below:
Login to the Bookkeeper360 App here if you have not already done so.
Once signed in, click your name on the top right of the Bookkeeper360 App, and click “Account Settings” from the dropdown:
3. On the Account Settings page, please scroll down to the bottom where it says “Team Members”. You will see a list of all users that have been added to your Bookkeeper360 portal.
4. To add a user, click the blue “Add” button:
5. A pop-up will appear, please enter in the email of the user you would like to add to your App. You can also list the user type to be an “Owner”, or “Client User”. You can have multiple owners and client users.
Primary Owners/Client Users
Please note that if you check the “Primary” box, as well as the “Owner”, this will update this user to be the point of contact for our Bookkeeper360 team, and will also update that email to be the contact for all billing inquiries/invoices.
Client Users & Owners have the same permissions and view of the Bookkeeper360 App, such as the financial dashboards and account management features.
Editing Existing Users
You can edit existing users on the Team Members section, click the Edit/pen icon on the right hand side of the user:
A pop-up will appear and you can then update this user’s role (either to Owner or Client User), as well as check the “Primary” box to update the point of contact.
You also have the ability to remove users in this same pop-up box. Click the “Remove Team Member” to permanently remove this user from your Bookkeeper360 App.