Account & access
Invite your team and manage access
Give people the access they need and remove it when they leave.
Start with the account owner
Open Manage Users from Settings. Account owners and permitted administrators can invite people and change their access. Use each person’s own email and login.
Choose the least access needed
Review both the role and the companies assigned. Viewing, editing, managing people and managing ownership are different capabilities; availability depends on your account.
When someone leaves
Disable their access promptly and check whether they hold ownership or administrative responsibility. Keep at least one responsible owner with a working sign-in method.
An invitation has not been accepted
Check the address and resend the invitation from the team screen when permitted. Do not send someone your own credentials.
Need more help?
Open a support request or email info@iandsaccountingsvcs.com. Never share passwords or sign-in codes.