Give your team members access to your Partner space by inviting them to join. Once connected, they can manage clients and documents based on their assigned permissions.
Inviting team members
Click your business name (top-right corner).
Select Settings.
Click on Users.
Click Invite new user.
Enter the user’s details:
Name
Email address
Click Continue.
Choose the roles to assign the user.
Administrator
→ Can invite people, control who sees what, add new extensions, change the billing and subscription.Client manager
→ Can create, edit, and manage clients. This role does not grant access to the documents and other data of the client.
Accountant
→ An accountant assigned to a client has full access to the documents and other data of that client and can collaborate with the client.
Click Send invitation.
What happens next?
Your team member will receive an email containing an invitation link. Clicking on it will take them to a page where they can:
Sign in if they already have a Banqup account.
Create their Banqup account.
Once they accept the invitation and set up their account, you’ll be able to assign them to specific clients.
Important notes
Users can set their own password during account creation.
Language preferences can be changed later.
Each user needs their own unique email address.
FAQ
What access will new users have?
You'll need to specifically assign them to clients and set their access levels after they join. By default, new users can’t view anything before being assigned to clients.