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How do I add a new accounting consultant?

Written by Elin Ivarsson

Updated at October 3rd, 2022

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To add an accounting consultant (it is only possible on the web):

1: Switch from your Private mode to Partner in the menu on the top of the page (If you do not have the Partner option, you do not have permission to do so).

2: Under the tab "Organizations" you see all the organizations that are linked to your partner code.

3: Click on the pen to the right of each organization you want to add the accounting consultant.

4: Click Add Accounting Consultant and enter the name and email address.

An accounting consultant can only see the organizations to which they have been assigned, and cannot add any new organizations under the partner code.

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