How to add colleagues and assign them to clients

Invite a colleague to the Partner Portal

  1. Go to People

  2. Click Add member in the top right corner.

  3. Enter a first name and email address (you can also copy/paste a list from a spreadsheet).

  4. Click Invite.

Assign your colleague to a client in the Partner Portal

  1. Go to Clients.

  2. Click the three dots next to the name of a client.

  3. Click View details.

  4. In the General tab, scroll down to Bookkeepers.

  5. Click in the Assign bookkeeper field and start typing a name. Only bookkeepers who have accepted their invite to the Partner Portal will be visible in the list.

  6. Confirm your choice by clicking on the name.

Done! The next time the bookkeeper logs into the portal, they'll see the company in their list of clients.

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