There are a few steps involved here, but it's a straightforward process.
To add your client's company:
Click on the plus '+' icon below the name of your practice on your Hub page.
You will be asked some short questions about your client's company – this process should take no longer than three minutes. It's useful to note that you will need the residential address and date of birth for any shareholder who owns more than 25% of the client's company.
Once you have completed the client's onboarding, you can sync your client's company to Xero and QuickBooks by clicking the 'New payment' button displayed in the 'Pay' section of your client's company view.
To add client members:
Once you've added a company, you can add a member by selecting your client's company and going to the 'Settings' section.
Select 'Members'.
Click on the 'Add member' button located in the top-right corner.
Add the email address of the person you want to add as a member of the company.
Decide what level of permission you would like to give them by assigning them one of the roles listed.
Following this:
Newly added members will receive an invitation email.
They will not be asked any additional questions or be required to create a password. They can simply log in with the email address you provided, enter a login code, and get started.