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How do I add a client company and client team members to Apron?
How do I add a client company and client team members to Apron?
Marek Liszka avatar
Written by Marek Liszka
Updated this week

How do I add my client's company?

  1. Click on the plus icon below the name of your practice on your Hub page.

  2. You are now 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 company.

  3. 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.

How do I add client members?

  1. Once a company is added you can add a member, by selecting your client's company and entering 'Settings' section

  2. Select 'Members'

  3. Next click on the 'Add member' button located in the top right corner.

  4. Add an email of the person you want to add as a member of the company.

  5. Assign what level of permission you would like to give them by assigning them one of the roles.

Newly added members will receive the invitation email.

They will not be asked any additional questions or required to create a password. They can simply log in with the email address you provided, receive login code, and get started.

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