How to add team member to Simplebks

updated 10 months ago

  1. Log in to http://app.simplebks.com  

  2. Scroll down to Settings at the left sidebar

  1. Move to Teams > click on +Invite Someone

  1. Enter the Email address of the team member

  2. Choose a role for a team member > Click on Invite Team Member

  1. Your team member will be added

  2. There are different roles for each member of the team can access

    Business Owner

    Sales Teller

    Sales Teller

    Business Manager

    Business Manager

    Inventory manager

    Inventory Manager

    Finance/Reports

    Finance/Reports

    Expense Manager

    Expense Manager

    Custom Roles

    Create a custom role

Was this article helpful?