You can invite and add as many users to your AutoEntry account as you want.
Below are some examples of users you may want to invite to your AutoEntry company:
Colleagues in your office that will use AutoEntry
Clients of your practice
External bookkeepers/accountants (invited by an individual company)
Use AutoEntry integrated with Sage for Accountants?
If you use AutoEntry integrated with Sage for Accountants, to provide a colleague access to both Sage for Accountants and AutoEntry you must manage their access within Client Management. If they don't need access to Sage for Accountants, follow the steps below.
The process to invite someone to your AutoEntry company is straightforward:
In AutoEntry you add the user to the companies you want them to access.
You configure their permissions.
The user sets up their access from a welcome invite email.
Add a new user
You can add a new user from two locations users can be done in two ways:
Click People on the left-hand navigation bar
Click the People tab in a particular company or folder
Each option you can then click Add People. Here you can enter the person's email address, and confirm the account/company you want to add that user to.
Invite to Account
Invite to Account
If you have access to multiple billing accounts on AutoEntry, first select the account you wish to add the person to.
Relationship to Account
Relationship to Account
You can select from:
Employee (default)
Internal/External Accountant
Client of yours
Single Company or All Companies
Single Company or All Companies
Single Company
When you select Single Company, this only adds the user to the company mentioned in the drop-down menu underneath.
All Companies
When you select All Companies this adds the user to all the companies in your account, and add them to any new companies you added to your account in the future. You see a warning pop up to confirm this when you select this option.
📎NOTE: If you want a user to have access to multiple companies, but not all of them, select Single Company, then grant that user access to additional companies. You must do manually for every company you want them to have access to.
Confirm Email sends the invitee a link via email to verify their address and leads them to the AutoEntry sign-in page. Once they set their name and password, they're in.
Permissions tab
Once the user has been invited, the permissions page will open.
Here are some things to note:
At the top left corner, you can check which user you are setting the permissions for and the company/account you are setting the permissions for
Setting permissions per account will set those permissions for that user for all companies on that account
Permissions for that user can't be edited on a company level
Leaving the permissions blank at the account level allows you to edit and tailor the permissions on a company level for that user
Account/Company Management
Account/Company Management
These settings control:
Company Settings - Ability to view/edit the company settings page for a particular company/client at account or company level
Manage People - Enables the user to add and edit users to the account/company
Add Companies - Allows the user to add additional companies to the account (account level only)
Expenses
Expenses
View our guide for Expenses user permissions for more details about the different types of permissions in this section.
Submitter
Approver
Edit Before Approval
Folder Access for Purchases/Sales/Bank Statements
Folder Access for Purchases/Sales/Bank Statements
This section allows you to grant or restrict access to certain folders within AutoEntry. When applied to an account, those settings are applied to all companies on your account. If they're set at an account level, they cannot be edited on a company level.
View/Edit - Effectively gives full access to the Purchases/Sales/Statements folders so users can view all items uploaded and processed, edit any details of the data and publish to your accounts package
Upload - Restricts/Allows the ability for a user to upload documents to that folder.
📌TIP: To save you time you can use permission templates that you can assign to other users. You can also copy existing user's permissions to other users.
Settings Tab
Under the Settings tab at the top, you can also set:
The Approvers this user can submit expense reports to
Mileage rates they can use
Default tracking categories per user
Useful for users from different offices submitting via the mobile app, where they will always be uploading to a particular location/class tracking category.
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