Account setup
Accept an invitation
Open the invite email, set a password of at least 8 characters, and you land on the Dashboard.
Updated 10 October 20261 min read
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When a colleague or your accountant invites you, you receive an email from AutoBooks.
- 1Open the invite email. Check spam if you cannot find it.
- 2Click the link in the email.
- 3On Set your password, choose a password of at least 8 characters and confirm it.
- 4Save. Staff land on the Dashboard. Clients land on the Client portal.
If the link has expired
Invite links stop working after a while. Ask the person who invited you to send it again. Do not sign up as a new firm.
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Related articles
- Account setupSigning in and staying signed inSign in with email and password, or Google or Apple. Idle sessions sign out after about 30 minutes.
- TeamInvite your teamAdministrators invite staff by email from Settings. Each person sets their own password.
- ClientsWhat clients see in the portalClients upload files, see their list, their accountants, and notifications. They cannot see or change the books.
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