{"id":24270,"date":"2022-05-26T11:04:55","date_gmt":"2022-05-26T10:04:55","guid":{"rendered":"https:\/\/bigredcloud.com\/?post_type=docs&#038;p=24270"},"modified":"2022-11-09T17:44:06","modified_gmt":"2022-11-09T17:44:06","password":"","slug":"adding-users-and-inviting-accountants","status":"publish","type":"docs","link":"https:\/\/bigredcloud.com\/en\/documents\/adding-users-and-inviting-accountants\/","title":{"rendered":"Adding Users and Inviting Accountants"},"content":{"rendered":"<p>You can add one (or more) additional Users (your colleague\/colleagues) AND\/OR your Accountant to have access to your company\/companies in Big Red Cloud. The below covers:<\/p>\n<ul>\n<li>How to add a User AND\/OR invite your Accountant.<\/li>\n<li>How to Assign the User\/your Accountant (to give them access to your company).<\/li>\n<li>How to Remove the assignment of the User\/Accountant from your company.<\/li>\n<\/ul>\n<p><strong>HOW TO ADD A USER<\/strong><\/p>\n<ol>\n<li>Log into your Big Red Cloud as the Administrator and click on the \u2018Administration\u2019 button (along the top of the screen).<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-24271 size-full\" src=\"http:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed.jpg\" alt=\"\" width=\"477\" height=\"104\" srcset=\"https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed.jpg 477w, https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-300x65.jpg 300w\" sizes=\"auto, (max-width: 477px) 100vw, 477px\" \/><\/p>\n<ol start=\"2\">\n<li>Click the \u2018Users\u2019 tab.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-24272\" src=\"http:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-1.jpg\" alt=\"\" width=\"512\" height=\"80\" srcset=\"https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-1.jpg 512w, https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-1-300x47.jpg 300w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<ol start=\"3\">\n<li>Click the \u2018Add\u2019 button (down at the bottom of the screen).<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-24273\" src=\"http:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-2.jpg\" alt=\"\" width=\"494\" height=\"38\" srcset=\"https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-2.jpg 494w, https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-2-300x23.jpg 300w\" sizes=\"auto, (max-width: 494px) 100vw, 494px\" \/><\/p>\n<ol start=\"4\">\n<li>Type in the details of the User that you want to add and click \u2018Save\u2019. Note: the user can change their login email address and password later if they wish to.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-24274\" src=\"http:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-3.jpg\" alt=\"\" width=\"436\" height=\"315\" srcset=\"https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-3.jpg 436w, https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-3-300x217.jpg 300w\" sizes=\"auto, (max-width: 436px) 100vw, 436px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>HOW TO INVITE YOUR ACCOUNTANT<\/strong><\/p>\n<ol>\n<li>Within the Administration tab click the \u2018Accountant Invitations\u2019 tab.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-24275\" src=\"http:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-53.png\" alt=\"\" width=\"512\" height=\"27\" srcset=\"https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-53.png 512w, https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-53-300x16.png 300w, https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-53-500x27.png 500w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<ol start=\"2\">\n<li>Click the \u2018New Invitation button\u2019 (at the bottom left of the screen).<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-24276\" src=\"http:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-54.png\" alt=\"\" width=\"512\" height=\"60\" srcset=\"https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-54.png 512w, https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-54-300x35.png 300w, https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-54-500x60.png 500w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<ol start=\"3\">\n<li>Type in the email address of your Accountant and click \u2018OK\u2019 (note that your Accountant will need to have a Big Red Cloud account in order for you to do this).<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-24277\" src=\"http:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-55.png\" alt=\"\" width=\"512\" height=\"163\" srcset=\"https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-55.png 512w, https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-55-300x96.png 300w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>HOW TO ASSIGN THE USER\/YOUR ACCOUNTANT TO YOUR COMPANY<\/strong><\/p>\n<ol>\n<li>Highlight the User\/Accountant (on the left) and click the \u2018Assign to Companies\u2019 button at the bottom of the screen.<\/li>\n<li>Tick the company (or companies) that you wish to assign the User\/Accountant access to and click \u2018Assign\u2019.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-24278\" src=\"http:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-4.jpg\" alt=\"\" width=\"415\" height=\"512\" srcset=\"https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-4.jpg 415w, https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-4-243x300.jpg 243w\" sizes=\"auto, (max-width: 415px) 100vw, 415px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>HOW TO REMOVE THE ASSIGNMENT OF THE USER\/ACCOUNTANT<\/strong><\/p>\n<ol>\n<li>You can remove the User\u2019s\/Accountant\u2019s access to your company(s) (if you like). To do this, highlight the User\/Accountant on the left (in the \u2018Users\u2019 tab still) and highlight the relevant company on the right.<\/li>\n<li>Click \u2018Remove Assignment\u2019 (at the bottom right). This removes that User\u2019s\/Accountant\u2019s access to that company in Big Red Cloud. Note: this removes their access from that company only. If you have more than one company, and if you wish to remove their assignment, you can repeat the steps for your other companies.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-24279\" src=\"http:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-5.jpg\" alt=\"\" width=\"512\" height=\"12\" srcset=\"https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-5.jpg 512w, https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-5-300x7.jpg 300w, https:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-5-500x12.jpg 500w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-24280\" src=\"http:\/\/bigredcloud.com\/wp-content\/uploads\/2022\/05\/unnamed-6.jpg\" alt=\"\" width=\"175\" height=\"37\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can add one (or more) additional Users (your colleague\/colleagues) AND\/OR your Accountant to have access to your company\/companies in&#8230;<\/p>\n","protected":false},"author":19,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"doc_category":[229],"doc_tag":[],"class_list":{"0":"post-24270","1":"docs","2":"type-docs","3":"status-publish","5":"doc_category-administration-features"},"year_month":"2026-04","word_count":348,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"apathak","author_nicename":"apathak","author_url":"https:\/\/bigredcloud.com\/en\/author\/apathak\/"},"doc_category_info":[{"term_name":"Administration Features","term_url":"https:\/\/bigredcloud.com\/en\/docs-category\/administration-features\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.4) - 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