For business owners
After joining ConnectBooks you will be directed to the “Add store” page to connect your marketplace to ConnectBooks.
Or if you are already a ConnectBooks user and want to add a store to your account, you can select the Manage stores option in the menu, and then click the Add Store button in the top-right corner of the screen.
Below are links for instructions on connecting to your platform:
For accountants:
If you manage the ConnectBooks account, you'll need to invite your clients to add their stores and grant them limited access to your ConnectBooks account.
Step 1
Select the profile icon on the top corner of the page button and choose the users options.
Step 2
Click on the +new user button on the top right corner.
Step 3
Input the user's information and select the role of the user.
Step 4
You will now be guided to set your client's permissions.
If you wish for the store owner to only have the ability to add a store and no other access, you can skip the next permissions page.
To grant a client access to their store, you'll need to wait until they add their store to the system. Afterward, you can return to the permissions page to provide them with access.
Once invited, your client will receive an email with a link to create a limited account, set a password, select their platform, and connect their store, with all other features blocked.