How to Add a Team Member in the Accountancy Manager

1. From the left-hand menu, select Team.
   
   • Here, you can view all existing users and their access levels.
2. If you are the account owner, you can manage users by clicking the Actions button next to each user to:
   
   • Edit their role and permissions
   • Remove them from the account
3. To add a new team member:
   
   • Click the Add User button at the top-right corner
   • Enter the user’s email address
   • Assign the appropriate permissions
4. Click Save to send the invitation.

Notes:

• Only the account owner can add new users.
• If you exceed the allowed number of users, a notification will appear at the top of the page.