In Accountable, you can create separate offices (workspaces) for each client and invite your colleagues to access them. This article explains how to add an office and how to give colleagues access to a client's account.
1. How do you add offices?
To add a new office, click "Create a workspace" as shown below:
Then fill in all the required information and click "Create a new workspace" at the bottom of the page.
Finally, add your team members' email addresses to invite them to the workspace.
2. How to invite colleagues to the client's account 👥
To give your colleagues access to your clients' accounts, follow these steps:
Step 1: Go to Settings.
Step 2: Go to Members and invite your colleague.
Key takeaways
You can create multiple offices (workspaces) in Accountable, one per client.
When creating a workspace, fill in all required details and confirm at the bottom of the page.
To give a colleague access to a client's account, go to Settings, then Members, and send an invitation.
Need help? Chat with us or email support@accountable.eu, we're happy to help.