How to give accountant role to the finance team ?

Modified on Mon, 29 Aug 2022 at 12:29 PM

Give an accountant role to the finance team from the dashboard to provide access to transactions, statements, and payments.

Kindly follow the steps mentioned below-

  1. Login to the Karbon dashboard as an owner/ admin.
  2. Click on Team.
  3. Click on an invite.
  4. Enter the email address of the person you want to give the accountant role.
  5. Click on submit.

The user will receive an email with an invitation. 

Click on Activate account

The user is now having an accountant role and can access transactions, statements, settings, and payments of card and top up.

The user can log in with the same email address next time.

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