Use the software’s user invitation and permission features where available. Give each person their own account and access suitable for the work they are engaged to do. Avoid sharing your personal login or password.
What this means in practice
Confirm the email address of the person being invited and use multi-factor authentication where supported. Review access when responsibilities change or an engagement ends. Payment approval authority should be discussed separately from bookkeeping access. A clear access process helps maintain an audit trail and reduces confusion about who made a change.
Your next steps
- Use a separate user invitation
- Choose the appropriate permission level
- Enable available security controls
- Remove access when it is no longer required
Get help with the next step
If this relates to your business, tell us about your current records and the task you need help with. We can explain our service scope and the information needed before work starts.
General information prepared on 26 September 2026. Rules and individual circumstances can change. Confirm the treatment that applies to you before acting.
Prepared by the Affordable Bookkeeper content team. Our services and practitioner arrangements.
