Adding members to a company
Once a company account is activated, an Admin can add additional team members to the company’s account at Apron. To do that:
Go to the ‘Settings’ tab and access the ‘Members’ section.
Click on the ‘+ Add member’ button in the top-right corner of the screen.
Input the email address of the member. You can also add their name and phone number for document submission via WhatsApp.
If you’re a Company Admin and you’re adding your accountant to the Apron account, tick the box ‘This person is an external Accountant/Bookkeeper’ underneath their email address.
Decide what role the new member should have. You can check all the available options below.
Company members’ roles
Owner and Admins – Have access to all product features and are the only pre-defined roles that can pay bills.
Bookkeeper – Can access all documents and transactions, perform bookkeeping tasks, and draft payments for others to approve and pay.
Employee – Can use the Apron card, upload receipts, and request reimbursements.
Custom – Choose this option if you want to set custom payment, bookkeeping, and admin permissions for the member.
Editing the roles and details of existing members
Admins can edit the roles and details of company members at any time. To do that:
Go to the ‘Settings’ tab and click ‘Members’.
Next to the member’s name, click the three dots and choose from the following options:
‘Edit role’ – Change the member’s role.
‘Edit details’ – Update the member's name or phone number (or add them if they weren’t provided before).
‘Edit personal direct email’ – Update the email for document submissions.
‘Remove member’ – Remove the member from the company.
Note: Each account can only have one ‘Owner’. If needed, the ownership can be transferred from one member to another under the right-hand side menu.
Setting up two-factor authentication for all members
To enhance security, you can require all members to use two-factor authentication. To set this up, go to the Settings - Members section and toggle on the option: ‘Require all members to use two-factor authentication’.
Learn more in our article: Enforce Two-Factor Authentication (2FA) for all members.