Inviting staff and setting roles

Inviting someone

1. Open Team

   Choose Team in the menu. The owner sees "Invite someone to the team".

2. Enter their email

   Type their email address and press "Invite to the team".

3. Send them the link

   Accountin shows the invitation message and link. Press "Copy the message" and send it from your own email. The link is shown once only, and lasts seven days.

4. They accept

   They create a login with the same email address, set up two-step sign-in, open the link and press "Accept the invitation".

Changing roles and removing people

An owner changes someone's role from the drop-down beside their name and presses "Change". To remove someone, tick "Sure" and press "Remove". The practice always keeps at least one owner.

Invitations not yet accepted are listed with a "Withdraw" button. A withdrawn link stops working.

The audit log

Owners can open "Audit log" from the Team page. It records invitations, role changes, changes to filing details, approvals, exports and filings, and can be filtered by what happened, who did it and the dates.