• Inviting Team Members and Managing Permissions

  This guide is for Practice Owners and Administrators. It details how to invite new staff members (e.g., Accountants, Bookkeepers) to your Receiptflow Practice account and how to manage their access. Section A: Inviting a New Member This process uses the Members section of your Receiptflow dashboard. Step 1: Navigate to the Members Page From your Receiptflow dashboard, click the Members link in the left-hand navigation menu. This page displays a list of all curreFew readers

• Editing and Removing Practice Member Details and Permissions

  This guide is for Practice Owners and Administrators. It details how to update an existing team member's details, manage their access, or permanently remove them from your Receiptflow Practice. Section A: Accessing Member Management Step 1: Navigate to the Members Page From your Receiptflow dashboard, click the Members link in the left-hand navigation menu. Locate the member you need to manage in the displayed list. Section B: Editing a Member's Details Use thiFew readers