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Invite others to collaborate

Last Updated: Nov 24, 2016 03:27PM PST
LedgerDocs aims to ease the pain of document collection and organization. If you're the owner of the business, you can invite your bookkeeper or accountant to share your files with them. Vice versa, as a bookkeeper or accountant, invite your clients to share documents with you.

To invite users to your company:
  1. Click on your Company on the left folder tree
  2. Enter in name and email address of the user you would like to add
  3. Click Invite
Note, only the Company Owner can invite / remove members.

Keep in mind that this individual will only have access to the given company, while any other companies in your account will remain hidden. This allows for you to have multiple clients and control who has access.
 

The new user will now receive an email with a confirmation email and a link to register.

When someone has been invited to a company, they will see any pending invitations in their LedgerDocs account if they click on Companies on the top left of the screen. The new user should click Accept invitation on the right and will now be a member of that company.
 

Contact Us

support@ledgerdocs.com
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