Invite your accounting and bookkeeping coworkers to Uncat

Written By Brandon Bruce

If you work in an accounting or bookkeeping firm, you can invite your colleagues to Uncat from the settings page. You can invite as many coworkers as you'd like at no additional cost. There are three permission levels for accountant users. The firm admin permission level can do everything in Uncat including assigning clients to accountant users and updating billing information. The client admin permission can add clients to Uncat and update client settings. The team member permission can update transactions in the Uncat dashboard, but does not have access to client or firm settings. Accountant users will receive a daily digest email of updates by the clients that are assigned to them in Uncat. If you leave the client assignment field blank, the accountant user will see and receive updates for all the clients in their dashboard. For any accountant user, you can add a mobile phone number and that user will receive text message updates as well.