Learn how to create an account for your Bookkeeper.
How to Register your Bookkeeper in Factorial?
- Head to Company
- Access the Section Permissions
- Click Administrators - See Group
Create an External Administrator Profile for your Bookkeeper
🔺 An External Administrator is not an employee within the platform; therefore, he/she does not suppose a cost. This profile also has complete authority but can´t perform the clock in or ask for days off.
- Inside the Administrator Group, head to the section Employee
- Click on the (+) - 📍 Located in the upper right corner
- Choose Create New Admin
- Fill in the fields
📨 An automatic invitation notification will be sent to your Bookkeeper. He/she will only have to click on the invitation link and activate his/her account.