You need to add users who require access to AutoEntry but not access to Sage for Accountants such as:

• Clients of your practice
• External bookkeepers/accountants 

 NOTE: The AutoEntry Administrator can do this within AutoEntry.

1. Go to the Product switcher and select AutoEntry.
2. Go to Users on the left-hand navigation bar.
3. Select +Add Users.
4. Enter the email address.
5. Select the account you wish to add the person to under Invite to Account.
6. Add the type of Relationship to Account.
7. Select Single or All Companies.
8. Select Send Invitation.
9. Once the user has been invited, the permissions page will open. Select the permissions and settings required for the user.