Skip to main content
All topics Insights & reporting Documentation library
Insights & reporting Updated 2026-03-19

Accountant access (invite)

At /admin/accountant-access: invite accountants by email (14-day token), list pending/accepted/expired invitations, cancel pending invites or remove access for accepted users—read-only reports/timesheets scope per product rules.

Route /admin/accountant-access Roles Company admin · Super admin · HR manager
Try it live: use the Acme demo (e.g. company admin) after signing in at the normal login page.

Accountant Access at /admin/accountant-access lets company administrators, super administrators, and HR managers invite an external accountant to sign in with read-focused access to reports and timesheets (your tenant’s exact permissions apply). You send an email invitation; the recipient accepts, sets a password, and appears in the access list when active.

Overview

The screen has two parts: an Invite Accountant form (name + email, Send Invitation) and an Invitations & Access table listing each invite with status (Pending, Accepted, Expired, or Revoked), expiry date, and actions. A link at the bottom returns to /admin/reports.

Who can access

Only company admin, super admin, and HR manager roles can open this URL; others receive 403. Invited accountants use their own login after accepting the emailed link—they do not use this invitation management page.

Invite flow

  1. Enter first name, last name, and email (unique per company for pending invites).
  2. Send Invitation — the system emails a link (typically valid about 14 days).
  3. Recipient opens the link, completes signup, and gains accountant-level access.
  4. Duplicates — pending invite to the same email or an existing accountant for the company is blocked with a validation message.

Invitations & access

  • Pending — Cancel deletes the outstanding invitation.
  • Accepted — Remove access deactivates the user’s login (shown as Revoked when applicable).
  • Expired — invite was not accepted in time; send a new invite if needed.

Reports & exports — payroll hours and downloads accountants use · Timesheet: Manager & HR hub.

Product screenshot

Automated capture: full page after login as company admin (or HR manager).

Product screenshot
Accountant Access: invite form and invitations table.

Accountant access — /admin/accountant-access