Invite client users to Uncat
Written By Brandon Bruce
In client settings, you can invite client users to Uncat. You can invite as many client users per client as youβd like. When you invite a client user, we will automatically email that user with their unique Uncat magic link. The client user can simply click the magic link to go directly to their Uncat dashboard. Client users do not need a QuickBooks login nor do they need to set up a username or password in Uncat. For each client user, you can add a mobile phone number so that the client user will receive notifications by text message, and so that the client user can send receipts by text message to Uncat. You can also assign a client user to only see transactions from a specific payment account. For example, you can assign a client user to only see transactions from a specific credit card. You can also assign or restrict specific uncategorized accounts to client users. Uncat will automatically generate a unique forwarding email, so that each client user can forward receipts into Uncat. Client users who are admin can also invite other client users in their company to Uncat.