If you're an accountant who has created a ConnectBooks account, you'll need to invite your clients to add their stores and grant them limited access to your ConnectBooks account, This is necessary because only the owner of the store can authorize third-party access.
Step 1
Click on the profile icon on the top right corner and select Users. then click on invite new user.
Step 2
Input the client's name and email address, and select "Employee (Custom Permissions)."
Step 3
You will now be guided to set your client's permissions.
If you want the store owner to only add a store without additional access, skip the permissions page by clicking x.
To grant your client access to view their store, wait until they add it. Then return to this page to provide 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.
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