Manage
Accept an invitation to a company
Someone shared their company with you? Here is how to accept and start working.
Before you start
Who this is for
Accountants, staff and partners invited to someone else’s company.
Before you start
- An AICOUNTLY account with the email or mobile the invitation was sent to.
Steps
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Step 1: Open Invitations
Choose Invitations in the side menu. New invitations are under Pending, with the date to accept by.
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Step 2: Accept
Open the invitation and accept it before it expires.
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Step 3: Open the company
The company now appears in your list. Open it from Smart Books, or any app you were given.
What happens next
You can work in the company with the access the owner chose. Past invitations stay under History.
Questions
The invitation has expired.
Invitations last 24 hours. Ask the owner to resend it.
Ready? Try it now.
Open Manage in a new tab and follow along.