How do I add a user to our organization?

Last updated: October 24, 2025

Go to your Organization Menu. Click your organization’s name at the upper-left corner of the dashboard

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From the menu, select “Teammates.”

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On the Teammates page, click “Invite.”

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Type the email address of the person you want to invite.

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Choose the appropriate role for the user (Admin, Team Member, or Bookkeeper).

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Click “Send Invitations.”

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The user will appear in the Invitations list until they accept or decline.

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