Invite accountant

Purpose

Give an external accountant access to this company by email, without sharing the owner password.
The invite is for the company you are currently logged into.
This is different from Add OutSource on Users, where you register a third-party login yourself.
Screen: Account Setup → Invite Accountant. Needs permission inv_Accountant.
There is no live invite wizard in AI Agents. Use this screen, or ask “how to invite accountant”.

The company exists. If there is no company yet, KinraSoft sends you to Company Setup.
You have the accountant’s email.
You are switched into the company they should work on.

Switch Company to the file the accountant should see.
Go to Account Setup → Invite Accountant.
Confirm Invite Accountant To shows the correct company name.
Enter Accountant's email.
Click submit.
If KinraSoft asks Please Confirm, read the message and click Confirm.
Wait for Invitation Success.
The accountant uses their own KinraSoft login (after any email confirm or password steps). You do not send them your password.
To stop access later, remove them from the company’s user group, or use remove-accountant from Users / support if they were invited this way.
The invite applies to the current company only. Repeat for another company if they should see more than one file.

Please Confirm — review the message, then click Confirm to send the invite.
Invitation Success — done for this company.
Accountant Already Invited — that email is already linked. Do not invite twice.
Please setup company before invite accountant — create and save a company first.
Please email address — the email field is empty.

No Invite Accountant menu. You need permission inv_Accountant.
Sent to Company Setup. There is no company yet. Finish creating the company and Save.
Already invited. They should already appear under Company Management users.
They cannot see menus. Assign roles on the company’s user group.
Wrong company invited. Switch Company and invite again. Disable the extra access on the wrong file.

Company setup and master data
Company Setup — the company must exist first.
Switch company — invite the file they should see.
Users, groups, and roles — groups, roles, enable or disable, and Add OutSource.
Screen vs KinraSoft Assistant — the accountant uses the same screens and Assistant, limited by their role.