How do I add an external bookkeeper or HR administrator?
Last updated: December 12, 2024
Go to Settings/Administrators
Click on Add Administrator

Select HR Permission if you are adding someone who should have access to People and Payroll information
Select Bookkeeper if you are adding an accountant or someone who should have access to all financial information. Please note Bookkeepers can see financial data but the CANNOT move any money without a Company Admin's approval.