WORKFLOW GUIDE

Inviting your team

Each colleague needs access to the companies and operations they are responsible for.

Essential steps

  1. 01

    Decide who works in each company.

  2. 02

    Invite colleagues and choose suitable roles.

  3. 03

    Check permissions and review them when responsibilities change.

Check before moving on

Work in the correct company and period. Review source documents, amounts and access permissions before posting or submitting.

Getting started