ZipBooks Accountant allows you to invite your team to ZipBooks, assign them permissions, and add them to client accounts.

If you’re not on a ZipBooks Accountant plan, you can still add team members–learn how here.  

How to add a new team member:

  1. From ZipBooks Accountant open the More menu and select Team.
  2. Click the green + button to add a new team member.
  3. In the Add Team Member window, you can enter contact info, manage accountant permissions, and assign them to clients.
  4. Click Save and send invite.

Your team member will get an email notifying them that you’ve added them to ZipBooks. They’ll be sent a link to set up their password and log in to their account.

You can change team member permissions and client access at any time.

How to edit team member permissions:

  1. From the More menu, select Team
  2. From your team list, click the three dots to the right and select Edit
  3. Deselect or check any boxes you’d like to apply. Hit Save

If you have personnel changes or need to move around accounts, you can also delete or archive team members.

How to remove a team member:

  1. From the More menu, select Team
  2. From your team list, click the three dots to the right and click Delete or Archive
Did this answer your question?