For business owners
After you join ConnectBooks, you go to the Add Stores page to connect your marketplace.
Already a ConnectBooks user and want to add a store? Click Stores & Files in the left menu, then click the Add Store button in the top right corner of the screen.
Here is how to connect each platform:
For accountants
If you manage the ConnectBooks account, invite your clients to add their stores and give them limited access to your account.
Step 1
Click your profile icon at the top of the page, then click Users.
Step 2
Click Add User and choose Limited User.
Step 3
Enter the first name, last name and email, then click Invite User.
Step 4
The permissions page opens (only for a Limited User). Set your client's permissions here.
If you want the store owner to only add a store and nothing else, close the permissions page without saving (click the X icon).
To give a client access to their store, wait until they add it. Then go back to the permissions page and give them access.
Once invited, your client gets an email with a link. They create a limited account, set a password, pick their platform and connect their store. All other features stay blocked.
Frequently asked questions
Can my client see the rest of my account?
No. A Limited User can add a store, but all other features stay blocked until you give access on the permissions page.
When can I give my client access to their store?
After they add it. Then go back to the permissions page and give them access.
What does my client get after I invite them?
An email with a link to create a limited account, set a password and connect their store.