Steps

  1. Open Settings → Your accountant, type your accountant's email and press Invite.
  2. The invitation waits until the accountant accepts it on their Client stores screen.
  3. Press Withdraw access to take the store away from the accountant again.

Tips

  • The email must belong to a StartERP login with the Accountant role: one your accountant already uses for other clients, or one you add under Settings → Users.

In the app, press F1 or ? on this screen to open this guide next to your work.

Related guides

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