If your company file is online you can allow access to your accounts anywhere and anytime, and by anyone you invite (like your colleagues, bookkeeper or accountant).

Even if your file isn't online, setting up user user access still allows you to control who can access your file, and track transaction record history.

You'll need to set up user access for anyone you want to work with your data:

If your file is online

1. Create a user account for each person who will access your file.
2. The user will receive an email invitation to access your online file.
3. Once they accept the invitation they can access the file according to the permissions you give them.

See Add a user

For all the details, see Invite a user to an online file and Add an accountant advisor.

If your file is not online

1. Create a user account for each person who will access your file.

You'll need to give

2. Give them a user ID and password

, and then assign

1. .
2. Assign them a role , which determines what areas of the file they can work with.

See the Add a user to an offline file

.

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Before you start setting up user access, you should set a password for the Administrator.

help page for all the details.

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