Invite your Team

Add accountants, bookkeepers, and staff to your firm so they can access client workspaces.

Before you invite: Review the available permission levels to choose the right access. See Roles & Permissions for details.

Add a Team Member

1. From the sidebar, click Team.

2. Click Add Team (top right).

3. Enter one or more email addresses (comma-separated).

4. Select the appropriate role.

5. Choose which Clients they should have access to.

   • Check New clients to automatically grant access to clients you add in the future.

6. Click Send invites.

Your team member will receive an email invitation to join your organization.

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Manage Pending Invites

If someone hasn't accepted their invite yet:

1. Go to Team from the sidebar.

2. Find the team member with Invite pending status.

3. Click the ⋯ menu and select:

   • Copy invite link — Share the link directly

   • Resend invite — Send another email

   • Cancel invite — Revoke the invitation

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Update Permissions or Remove Access

To change a team member's client access or remove them from your organization:

1. Go to Team from the sidebar.

2. Find the team member and click the ⋯ menu.

3. Select:

   • Configure permissions — Change which clients they can access

   • Remove from organization — Revoke all access

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FAQ

Can I invite multiple people at once?

Yes. Enter multiple email addresses separated by commas when adding team members.

What happens when they accept the invite?

They'll create a Kick account (or sign in with an existing one) and immediately see the clients you granted them access to.

Can team members see all clients?

Team members can only see the clients you've granted them access to. You can also enable New clients to automatically include future clients.

How is this different from inviting clients?

Team members are added to your organization and can access multiple client workspaces. Clients are invited to their own workspace to view their books. Learn more in Invite your Clients.