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Manage invitations — subscription access and ownership

Created on  | Last modified on 

Summary

How to manage invitations within Client Management.

Description

You can get invited to access your client-paid subscriptions. 

Resolution

  1. From Operations drop down, select Invitations.

  2. Accountant access, select Find out how to request invitations.


    The help panel provides instructions for accessing the client's Accounting, Payroll, or Sage 50 products.

How your client can invite you

If you sent the special collaboration link

  1. Your client needs to select the link from the invite email. This will take them to the Invite accountant page.

  2. Your client needs to select Next. Add permissions.

  3. From the Product dropdown list, your client will specify which product you can have access to.

     

  4. From the Role dropdown list, your client can choose Full Access.

  5. Your client now needs to select Next, confirm the invite, then Yes, send the invitation.
    We’ll send the invitation to you. Your client can continue working as normal.


If you sent your Accountant ID
  1. Select Manage Business Account from dropdown menu.
  2. Select Subscriptions.
  3. Choose Transfer Subscriptions.
  4. From the sidebar that opens select Transfer Subscriptions.
  5. Select Continue.
  6. Enter Accountant ID and Continue.
  7. The Practice name will be displayed, if correct select Continue.
  8. Review the terms and conditions and select the box next to I understand the consequences.
  9. Select Send the transfer request.

Receiving your client's invitation

  1. From Operations drop down, select Invitations.

  2. In the Pending list, find the invitation from your client, then select Accept.

  3. You need to associate the invitation with a client in Client Management.

    • If you already have this client set up in Client Management

      1. Select Yes and find your client in the Client dropdown list.

      2. Select Accept invite.

    • If you don't have this client set up

      1. Select No and fill in the necessary information.

      2. Select Accept invite and create client.

You'll now have access to your client's subscription.