Manage
Invite a teammate or your accountant to your company
Share your company with someone and choose what they can open in Smart Books and Auditor.
Before you start
Who this is for
Company owners.
Before you start
- You are the company owner — only the owner can share access.
- The person’s email or mobile number.
Steps
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Step 1: Open Share company
Open Companies, choose your company and choose Share company.
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Step 2: Find the person
Type their Email, mobile, or name. Use their full email or mobile if they do not show up in the results.
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Step 3: Choose their access
Under Product access, pick their Books profile — for example Data Entry, or No Books access. For your audit firm, choose an Auditor role and add their firm registration number if you like.
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Step 4: Send the invitation
Send it. The invitation must be accepted within 24 hours — if it expires, choose Resend invitation link.
What happens next
Once they accept, the person can open your company with the access you chose. You can change it or choose Revoke access at any time.
Questions
How do I give them Billing or Inventory?
Share the company here first, then grant the app in that app’s Settings → Users & Access, where you also choose their profile.
Can someone other than the owner share the company?
No. Only the company owner can manage shared access.
Ready? Try it now.
Open Manage in a new tab and follow along.