Please note that this information only applies with Lunar Business in Denmark and Norway. For Lunar Business in Sweden, please read: Invite your team member.
Who has access to my account?
It is only the account holder who has access. This is caused by you having applied for a business account registered with your personal NemID. That means neither your accountant nor the co-owner of the company has regular access or visual access.
What if my accountant needs an account statement?
Does your accountant need an account statement it'll have to be through the account holder. To acquire an account statement is to do the following:
Click on the desired account
Click hereafter on "Export"
Choose which format the account statement is prefered (.csv or .pdf)
Choose the desired period of time
Finish with export
Now you have an account statement on your device in the desired format and period of time that you can hand over to your accountant.
What if my co-owner wants access?
Here’s how to invite a team member:
Log in to the Lunar app.
Tap the profile icon in the upper left corner.
Tap "Team Members".
Follow the steps to send an invitation via email. Members of a business account have as much access to the account as the owner. The only difference between the account owner and team members is that the account owner can remove members from the account.
An invitation is sent as an email with a link to open the Lunar app and complete an application from there. An invitation is valid for one month.
When an invitation is approved, you will receive a notification and need to confirm the participant in the app as the final step. If you change your mind or send an invitation by mistake, it is possible to withdraw the invitation and also reject participants who have accepted the invitation.
Good to know
It is important to remember when applying for a business account that it is only the authorized to subscribe/director. That means the company is authorized by the director.
If you choose to grant account access, you give the invited person full access to your Lunar account. This means that the person will be able to make transfers, order cards, and perform other actions that you would normally do in the app.
Therefore, it is important that you only choose this option if you have full trust in the person and want them to have the same access as you.
As the account owner, you can remove access for an invited member at any time.