How to Invite an Accountant to Your WellyBox Account?
Welcoming an accountant to your WellyBox account is straightforward. Here’s how to do it:
Open Settings: From your dashboard, select "Settings & Integration" found on the left-hand menu.
Access Team Member Invitations: Click on "Invite team members." If this is your first invitation, you'll notice an "Invite" button in the middle of the page and a "+" button in the top right corner.
Select to Invite an Accountant: Tap the "+" button and choose the "Accountant" option.
Provide Accountant Details: A form will appear requesting the accountant's name and email address.
Issue the Invitation: Once you've entered the details, hit the "Invite" button.
Await Confirmation: A pop-up will confirm that your invitation has been sent. You'll be notified when the accountant accepts the invite.
The accountant will receive an email prompting them to join WellyBox.
After acceptance, their details, including name, email, role, and status, will be listed on the "Team members" section.
Your ability to add accountants may depend on your WellyBox subscription plan. Make sure to review how many team members your plan allows you to invite.
From the "Team members" page, you can effortlessly manage your accountants, adding or removing them in line with the limitations of your subscription.
Steps to Invite an Accountant:
Open Settings: From your dashboard, select "Settings & Integration" found on the left-hand menu.
Access Team Member Invitations: Click on "Invite team members." If this is your first invitation, you'll notice an "Invite" button in the middle of the page and a "+" button in the top right corner.
Select to Invite an Accountant: Tap the "+" button and choose the "Accountant" option.
Provide Accountant Details: A form will appear requesting the accountant's name and email address.
Issue the Invitation: Once you've entered the details, hit the "Invite" button.
Await Confirmation: A pop-up will confirm that your invitation has been sent. You'll be notified when the accountant accepts the invite.
Post-Invitation Process:
The accountant will receive an email prompting them to join WellyBox.
After acceptance, their details, including name, email, role, and status, will be listed on the "Team members" section.
Note on Subscription Plans:
Your ability to add accountants may depend on your WellyBox subscription plan. Make sure to review how many team members your plan allows you to invite.
Managing Accountants:
From the "Team members" page, you can effortlessly manage your accountants, adding or removing them in line with the limitations of your subscription.
Updated on: 29/11/2023
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