Adding employee access to my book

Megan_Chud

Hello, TIA for any advice. I have added an employee to access my book. I have given her the proper permissions in settings. She is able to log in to reckon but my book is not showing up for her. I have same issue for my accountant. He cant access my book either.

Rav

Hi @Megan_Chud

Can I just confirm whether you shared access to your book using the process outlined in our how-to video here - Sharing your Reckon One book 🎥

or

Did you add these other folks as Staff members to have access to your overall Reckon Portal account?