can be people (or companies) who are partners, accountants, or even clients.
Anybody with their own account also has access to the main account. Users
aren’t directly connected to businesses - they are reliant on the subscription
plan of the master account.
On the User's side:
-Users will receive an email stating they have been granted permission to join a company. An account is automatically created when the email is entered.
-Using the provided temporary Login information, log on to your new Online Check Writer account
-You will be prompted to confirm your email and your phone number
Note: a text will be sent to the phone number for verification. If you'd like to Verify a landline contact our Support team.
-Once your profile has been set up: Select the Switch Company tab on the top of the page > an Accept the invitation from your company
-User can now log in as themselves into the company they have been invited to
This full process won't need to be repeated.
On a regular day: users would log in with their own information and Switch Company to the invited one
Are you the main account? View the process for Adding Users