I have a new accountant and I set her up as a team member to sign in, but apparently because she is also a customer of mine, she only sees her client invoices.
She only has the one email, so how can I get around this..
I have a new accountant and I set her up as a team member to sign in, but apparently because she is also a customer of mine, she only sees her client invoices.
She only has the one email, so how can I get around this..
Hello @MarcusA
You would either have to have a different email for her team member login and client email or remove their email from the client record.
You could set up an email for her to use for your company and give her access to it.
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