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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 access still allows you to control who can access your file, and track transaction record history.

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Only the company file administrator, or a user assigned the Administrator role, can set up user access.

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.

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.
  2. Give them a user ID and password.
  3. Assign them a role , which determines what areas of the file they can work with.

See the Add a user to an offline file help page for all the details.

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Set a password for the Administrator

Invite a user to an online file

Add a user to an offline file

Change a user's company file access

Set a user's online access level

Set up roles

Add an accountant advisor

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