Adding Accountant
Accountants4U
Member Posts: 3
Hi how do my client add me as an advisor? Do they use the settings tab and add me as a user?
0
Accountants4U
Member Posts: 3
Hi how do my client add me as an advisor? Do they use the settings tab and add me as a user?
Comments
Hi, @Accountants4U,
Your clients can add you as a collaborator by going to the Settings page and clicking on "Collaborators" under "User Management". Once there, they can click on "Add a Collaborator" to do just that.