Add a Coworker to Client Account
Debits
Last Update 3 months ago
Accountants and Clients can add coworkers to client accounts. Coworkers can be client admins or staff. You can restrict the accounts the client staff is able to see by selecting the specific payment account you desire.
Log in to Debits and navigate to Companies
Click on Client Users
Click on Add Client
Add the email, select the role, and select the accounts you want to show to the user
In Settings, you can assign specific accounts to individual users. For example, you can assign a user to one payment account while assigning another user to a different account. This ensures that each user sees and manages only the expenses relevant to them.
Click on Submit
The user will receive an email inviting them to set up their account.
Example email to Client User
