Authorise Accountants
If you would like to give your accountant access, you can do so easily via the employee management section. Under Settings – Employees, add your accountant with their email address. We have created a special role for this called ‘Trustee’. With this role, your accountant will have access to all data relevant to them. The accountant will receive an email where they can confirm and obtain access to the account.
The accountant does not need to create their own account, but is classified as one of your employees. This means that they are considered one of your 3 included users.