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Add Team Members

You can invite other people to access your MyAccountant account by adding them as team members. Each team member is assigned a role that controls what they can see and do.

  1. Go to Settings > Team Members from the main menu.
  2. Click the Add button.

Enter Team Member Details

Fill in the following:

  • Email Address — the email the invitation will be sent to
  • First Name and Last Name

Select a Role

Choose the appropriate access level for the team member:

RoleAccess
AdminFull access to all features, settings and data. Can add and remove other team members.
Payroll OfficerAccess to payroll functions including employees, pay runs, super and STP. Cannot access billing or account settings.
ViewerRead-only access. Can view reports and employee details but cannot make changes.

Send the Invitation

Click Send Invite. The team member will receive an email with a link to create their account and access your organisation.

Manage Existing Team Members

From the Settings > Team Members page, you can:

  • Change a member's role — click on the team member and select a new role
  • Remove a member — click the delete icon next to their name
  • Resend an invitation — if the original invite was not received

Important Notes

  • Team members log in with their own credentials — they do not share your login.
  • Only users with the Admin role can add or remove team members.
  • Removing a team member revokes their access immediately.
  • There is no limit on the number of team members you can add on paid plans.