Add an Admin

Adding an admin to your account enables them to assist with day-to-day tasks, such as adding contacts and managing invoices. Follow these steps to invite a new admin:

---

Step 1: Invite an Admin

1. Log in to your account.
2. Click on Settings in the menu.
3. Scroll down to the Administrators section.
4. Click Add Admin +.
5. Enter the administrator’s first name, last name, and email address, then click Send Invite.

Your admin will receive an email invitation to join the platform.

---

Step 2: Administrator Setup

The Admin will need to follow these steps to complete their setup:

1. Open the invitation email and click on the provided link 'Accept Invitation'.
2. The link will open a page where they can create their password.
3. After setting a password, they will be redirected to the dashboard, where they can start adding contacts, managing invoices, and performing other tasks.

---

Important Notes

• Permissions: Administrators cannot add payment methods or move money. Only the account owner has access to these features. For more information, see here.
• Setting Up Payments: To allow an administrator to pay invoices, the account owner must first set up a payment method. Click here to learn how to add a payment method.

---

By following these steps, you can empower your team to manage account tasks efficiently. For any additional help, feel free to reach out to our support team.