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 who will use AutoEntry
Clients of your practice
External bookkeepers/accountants (invited by an individual company)
📎NOTE: If you use AutoEntry via Sage for Accountants, you must manage access within Client Management if a user needs both Sage for Accountants and AutoEntry. 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:
Add the user to the companies you want them to access.
Configure their permissions.
The user sets up their own authentication from a welcome invite email.
Add a new user
You can add a new user in two ways:
Click People on the left-hand navigation bar
Click the People tab in a particular company or folder
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.
📎NOTE: If the Invite to Account drop-down is blank when adding a user, this means you don't have the appropriate permission. Ask the billing user to amend your permission settings if you need to add users.
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
Selecting All Companies will add the user to all the companies in your account, and any new companies you add 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 more companies. You must do this 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 directs them to the AutoEntry login page. Once they set their name and password, they're in.
Permissions
Once you invite the user, the permissions page will open automatically.
You can grant access to all or a selection of folders.
Within the Sales and Purchases folder, you can restrict the permissions to View/Edit only, or View/Edit and Upload.
📎NOTE: You can't allow users to upload invoices without giving them access to edit/view invoices too.
Similarly, there is no separate permission for publishing invoices. Publishing invoices comes under the Edit/view permission.
📌TIP: There are two options available to allow a user only be able to upload documents without access to the edit or publish features.
For more details, visit our article, Upload access only.
Settings
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’ll always be uploading to a particular location/class tracking category.
Permission templates
You can also apply default templates or customise your own.
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