There are a few steps involved here, but it's a straightforward process.
To add your client's company:
Navigate to the 'Clients' tab under your Practice hub and click on the '+ Add client' button visible in the top-right corner of the screen.
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 of 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:
We advise that you always add at least one admin on the client side
Once you've added a company, you can add a member by selecting your client's company (in the 'Clients' tab) 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. It's not mandatory to open the invitation email to access the company, and the members 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 (sent to them via email), and get started.