Articles on: Billing

How to Invite a User to Your Client Account?

To invite another user to access your client account, follow the steps below:

Click on the Billing menu and select Payment Methods.

Then, click on the User Management button.

Enter the email address of the person you wish to invite. If the invitee already has an existing client account, they can access your account using their current login. If not, they will be prompted to create a new user account.

Choose the permission level you want to grant. You can customise how much access you want to give.

🔔 What happens next?

The invited user will receive an email with instructions to accept the invitation and access your client account accordingly. You may click the link provided and login with the user details require.

You may check under your client account to confirm the new user has been granted access based on the permissions you have set.

Updated on: 23/06/2025

Was this article helpful?

Thank you!