With Bench, you can add additional users (i.e. business partners, admins or CPAs) to your account to help answer requests from your bookkeeper, pull reports or simply just have access to your finances. Here’s how to do it.
Ask your bookkeeper to set up another user for your account
Adding a new user to your account is simple. Send a message to your bookkeeper directly in the message feed. Make sure you include the following information about the new user(s) you’d like to have on your account:
- First and last name
- Their Phone Number
- Their Email
- Company name
Within 2 business days, that person will receive a “password reset” email to the email address that you provided. Make sure they follow the instructions in that email. Once they’ve added a new password, they’ll be able to login to Bench using their email and password.