Invite team members
Invite team members to Neo.Tax and control what each of them can see.
Here is how to invite team members so they can see exactly what you want
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Click the Company Name at the top > then click Members tab.
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Click “Invite new member” button.
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Enter their Email address
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Set their Permission level
- Admin → Full access and manage users
- Member → Full access
- Non-Financial → View/edit ONLY non financial data like allocations % to projects. Cannot view $ amounts.
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Set the Company they can access if you have multiple companies.
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Click Invite.
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Email invite is sent automatically.
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To change access levels, click View/Edit and update Role or Companies.
FAQs
What is the “companies” section for when inviting a user?
This section is used for firms with multiple companies or accounting firms to give their invited users access to specific companies. If your company consists of only one entity, ignore this section.
How do I edit a user’s permission level?
In the members page, click the “View/Edit” button to adjust user permissions after inviting them.