Why two steps:

A «position» is not a person but a set of rights. Create an «Accountant» once - and everyone you invite as an accountant gets the same rights. Want to give them more powers - change one position, not each person separately.

Where to start:

• On the «Positions and access» tab of the business you need, create the first position (for example, «Cashier» or «Accountant»). Then click the key icon in its row and set which accounts, transactions and dictionaries the person can see and change.
• Return to the «Employees» tab and click «Invite» next to the name of the desired business. Email, position and the person’s local name - and the letter goes out to their inbox right away.
• In the invitation form you can «create a position right here» if it doesn't exist yet - start typing the name and a «+ Create» option will appear in the list.

What to remember:

• The «Owner» position cannot be changed or deleted by anyone, not even you - it's a system safeguard so a business is never left without an owner.
• An invitation is valid for 48 hours. If the person doesn't accept in time - just create a new one.
• «Dismissal» removes a person from the active team but does not erase them from history. All past actions stay signed with their name.