How Do I Add A User To My Account?

We’ve simplified how you add users to your account. In the new Invoice2go, when you add a new user to your account you’ll select from just two options: access to everything or limited access. 

On the Enterprise and Unlimited plans in the new Invoice2go you will be able to add a new user to your account, called a ‘team member’.

Currently, you can only add users and set up team from the web app. Click here to sign into your Invoice2go account on the Web.

Web

  1. From the side navigation menu, click on Settings
  2. Under the Company section, click on Team members
  3. Click on Add team member button in the top right corner
  4. Enter team member's email address
  5. Select whether the new team member has Access to everything or Limited access.
    • Access to everything — they are able to use all of the Invoice2go features
    • Limited access — they cannot see reports, change any settings or export any company data
  6. Click on Add
  7. After adding your new team member, they will receive an email inviting them to the Invoice2go account

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