Click on your user profile icons and go to Settings > Users to invite users and manage their permissions.

  1. Click Invite User to Account button
  2. Enter the email address of user you want to invite on the Email field
  3. Choose a permission level. If you are an admin, the default is "Editor - can see all financial data."
  4. Choose what financial data the user will be able to see
  5. Click Create button

The new invitation will be pending and appear under Pending Invitations until the user accepts the invite and sets up their account.

From there you can also cancel a pending invite. Once cancelled, we invalidate the link in the email invite and the user will no longer be able to create an account. 

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