Adding someone to your team

You invite people by email from Settings › Users & access, and give each one an access level. The access level decides what they can see and do, and you can change it or take it away at any point.

Send the invitation

1. 1
   Enter their email and pick an access level

   In the Invite a team member box, fill in their Email address, choose an Access level and press Send invite. Choose the smallest level that lets them do their job. It is easy to give somebody more later, and awkward to explain why they could see the payroll.

   Invite a team member

   Email address

   hannah@northgatedigital.co.uk

   Access level

   Approver only
2. 2
   They accept and set up their own sign-in

   The invitation goes to that address and only that address, and it sits under Invitations not yet accepted until they take it up. They create their own sign-in, so nobody is ever sharing a login.

What each access level can do

Changing or removing access

To take somebody's access away, choose Remove access against their name and confirm it in the box headed Remove this person's access?. They can no longer open the company, and their access record and the audit history are kept, because an audit trail with people deleted out of it is no audit trail at all.

The same page lists your Team members, Invitations not yet accepted and Your accounting team, explains the Access levels, and keeps an Access log.