Step 1 - Navigate to “User Management” within your profile
Go to Puzzle and click on your profile → billing → user management. (Alternatively, use this link.)
Step 2 - Click “+ Add user”
You will want to choose whether or not to enable two-factor authentication for all users. You can also choose later if you want to decide for each user separately.
Step 3 - Grant the user proper permissions
Type the email of your accountant, bookkeeper, or other user when prompted. Be sure to give them the proper role:
Full Access: User can edit integrations and change the API, in addition to comment and categorize transactions.
This role is useful for anyone that you want to fully manage your accounting workspace.
Partial Access: User can comment and categorize transactions, and also download reports.
This role may be useful for outsourced accounting firms, tax preparers, and internal finance team members responsible for accounting.
Restricted Access: User can see all screens and comment on transactions, but they cannot edit anything.
This role may be useful for non-accounting team members, Board members, or advisors.
Decide whether you want to require two-factor authentication for this user.
You're Done! The new user will receive an email letting them know they now have access.