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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. In Client Management, select Invitations.

  2. From 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.

Image

How your client can invite you

If you sent the special collaboration link

  1. Your client needs to select the link. This will take them to the Invite accountant page.
    From the Invite accountant page, your client can give you access to a subscription they're paying for

  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.
    Choose a role a subscription and role to give your accountant 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 will send the invitation to you. Your client can continue working as normal.

If you sent your Accountant ID>

  1. From the main navigation bar, your client should choose Manage business account then Invite Accountant.
    The Manage business account option can be found on the main naviagtion bar

  2. Your client should select the Invite them using Accountant ID or check the status of your invitation link.
    The invite accountant page with the invite link highlighted

  3. Your client should select Invite an accountant.
    Invite accountant page

  4. In the Accountant ID box, they should enter the Accountant ID you gave, then select Check.
    Invite accountant window showing the Accountant ID box and the Check button

  5. If the Accountant ID is valid, your practise name will be displayed. If your practice name isn't displayed, verify with your client the correctness of the code provided and entered.
    Invite accountant page with an accountant detail's successfully found.

  6. Your client should select Next, add permissions.

  7. From the Product dropdown list, your client should specify which product you should have access to.
    Choose a role a subscription and role to give your accountant access to

  8. From the Role dropdown list, your client should choose Full Access.

  9. Your client should select Next, confirm invite then Yes, send invitation.

 

Receiving your client's invitation>

  1. In Client Management, 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.