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Join or add ?

Andy_Perchard1Andy_Perchard1 Member Posts: 3

I set up a login and invited a client to join then realised that it is best if he sets up the company as he can connect the bank feed.
1) Do i delete my Wave account?
2) Do i join or add when i get the invitation from him?
Do I need to use my current login or create a new one?

Thanks

in Using Wave

Comments

  • MikegMikeg Member Posts: 995 ✭✭✭

    @Andy_Perchard1
    I use Wave for my clients. Some already have an account and have added me as an admin or editor. For my hands off clients, I set up an account for them in Wave using their email and create a password. I then add myself and connect banking for them.
    I believe once you have used an email, it cannot be used again to open an account. In your case, I would set the client up and add yourself. If they have given you third party access to financial info you can connect banking for them using your credentials under the owners login (which you created)

    edited July 30, 2019
  • Andy_Perchard1Andy_Perchard1 Member Posts: 3

    Thanks for your comments Mike

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