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How do I give permission to my accountant to login


#1

I have just reached our end of year accounts and my accountant has said that they cannot login using last years details. Can you tell me how I change the password or allow access?


#2

Hi @eftlizzie

If you’ve set them up as a team member, go to Account Settings > Team Management

Click the ‘Modify’ button next to their record:

Tick ‘Change login password’:

And complete the form. They are also able to request a new password when they attempt to log in.

However, I would highly recommend that they sign up for Affinity, which is designed for accountants. You can direct them here for info:


#3

Thank you for your help.


closed #4

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