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Understanding permissions and security

Invite people and work across businesses

Add colleagues and your accountant, and switch between businesses.

Last reviewed 25 October 2026

Invite someone

Administrators invite people from Users.

  1. Choose Add new.
  2. Enter their email address.
  3. Choose a role. See Roles and permissions.
  4. Optionally add a reason, enter your authenticator code, and choose Send invitation.

A new person gets an email with a one-time link to set a password and an authenticator. Someone who already has an account is simply added, and sees the invitation on their Invitations page, where they can Accept or Decline.

Statuses

  • Active: signed in and set up.
  • Set-up pending: invited, but two-step verification is not set up yet.
  • Disabled: access switched off.

More than one business

If you belong to several businesses, choose one after signing in, and switch from the menu under your name. Add a business in the same menu starts setup for another one.

Roles and permissions

What each role can do, and who can submit to HMRC.

Create an account and sign in

How a new person gets in, sets a password and activates two-step verification.