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  2. I am a Bookkeeper

How to Register a Bookkeeper in Factorial?

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 
  • Save 

External Admin

📨 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.