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My Team

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For Business Owners
For Team Members
For Accountant Hub Users

Changes & Updates
What Clients See
Dashboard & Settings
Invoices
Payments
Expenses & Bank Connections

For Business Owners

How Do I Invite and Manage Team Members?
What Permissions Can I Assign to My Team Member?

For Team Members

How Do I Get Started as an Admin?
How Do I Get Started as a Manager?
How Do I Get Started as an Employee?
How Do I Get Started as a Contractor?
How Do I Get Started as an Accountant?

For Accountant Hub Users

How does the Accountant Hub work?

Categories

Changes & Updates
What Clients See
Dashboard & Settings
Invoices
Payments
Expenses & Bank Connections
Projects & Time Tracking
Reports & Accounting
Apps & Integrations
Clients
Estimates & Proposals
Mobile

Support Categories

Changes & Updates
What Clients See
Dashboard & Settings
Invoices
Payments
Expenses & Bank Connections
Projects & Time Tracking
Reports & Accounting
Apps & Integrations
Clients
Estimates & Proposals
Mobile

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