Help · Getting started & onboarding

How to invite your team and your CA

Add colleagues and your chartered accountant as users, choose what they can do, and which apps they see.

Who can do this: Organisation admins (Client Admin).

Steps

Step by step

Open Settings → Users & app access (or set-up step 5).
Under Invite a user, enter their name and email.
Choose Access: Admin — everything including users; Accountant — create & edit; Viewer — read-only.
Tick the apps they should see (once your subscription is set up).
Click Invite user. They receive an email to set their password.
You'll see them in the People list. Your plan's user limit counts active users.

Give your external CA Accountant access so they can post journals but not manage users.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.