You can invite people to your ConnectBooks account and choose what they can see. For example, a team member can see only some stores or products.
Add a user
Open your profile menu and click Users.
Click "Add User".
Pick a role:
Admin: can see and change everything.
Limited User: can only see what you allow (next step).
Accounting Company: your accountant or bookkeeping firm. See How to add your accountant to ConnectBooks.
Enter their details and send the invite. They'll get an email to set up their password.
Choose what a Limited User can do
If you pick Limited User, you'll set their permissions.
On the Stores tab:
Stores: which stores they can see.
View Products: all products, or only the products assigned to them (see below).
Profit Report: view or none.
Additional Fees: view only, edit and view, or none.
FBA Inventory Reports: view or none. These reports also show sales and profit.
Accounting Export: view only, edit and view, or none. Edit lets them export settlements.
Landed Cost Page: view only, edit and view, or none.
Listings: view or none. Under it, set Product Cost, QuickBooks Configurations and Inventory Settings separately.
FBA Shipments: view or none. If your account has ConnectStock files, FBA Shipments is on the ConnectStock tab instead, with view only, edit and view, or none.
The ConnectStock tab has the same kind of choices for inventory files, items, bills and more. See How to Set User Permissions in ConnectStock.
Pick at least 1 store, then click Save.
Give someone only certain products
Go to Listings and open the Inventory Settings tab.
In the Buyer column, pick the user (or users) for each product.
To do many at once, use the Excel bulk update. See How to Update Inventory Settings in Bulk Using Excel.
They'll only see data for their products, everywhere. For example, their P&L shows only their products.
Change or remove a user
Go to Users and click the 3 dots next to the person. You can:
Edit: change their name, email or role.
Resend Invite: if they never accepted it.
Deactivate: turn off their access for now.
Delete: remove them.
To change a Limited User's permissions, click the gear icon next to their role.
Frequently asked questions
The invite expired.
Click the 3 dots and choose Resend Invite.
Do extra users cost more?
Your first user is free, and accountant users are free. Each other user has a monthly price, shown on your Plan page.