What This Article Helps You Do
This article explains how to add staff users to your Acctivity account. Users can be added either during the initial onboarding process or later through the Admin settings. Adding a staff user will add an additional staff licence in your firm.
Ways to Staff Users
There are two ways to staff add users to your account:
During onboarding, when setting up your Acctivity account for the first time.
After onboarding, through the Admin menu.
1. Adding Staff Users During Onboarding
On Invite Your Staff and Collaborate, this step allows you to invite team members into your firm so they can collaborate within Acctivity. Key information about licensing and billing is displayed in the onboarding screen (see screenshot below).
To invite staff users:
Enter the user’s email address in the email field
Click the arrow icon to add them to the invite list
The user will then appear in a list below where you can:
Assign a role: Staff or Admin
Remove the user by clicking the X next to their name
Tip: You can add multiple users before sending invitations.
For more details on user roles and permissions, see the User Roles & Permissions guide.
1.1 Sending Invites
Once you’re ready, click Send Invite(s) to send invitations to all listed users at once.
Each user will receive an email invitation to join your firm.
1.2 Skip This Step
This step is optional. If you’re not ready to invite staff yet, you can click Skip and continue with the onboarding process.
2. Adding Staff Users from Admin Settings
Staff users can be added at any time from the Admin page.
Click the Profile Icon in the top-right corner of Acctivity.
Select Account Settings
Go to the Account section of the left-hand menu.
Navigate to the Licenses section
Click Invite Staff to start a new user invitation
Enter the user’s email address in the email field.
Click the send icon (paper plane) to add the email to the list.
Repeat steps 1–3 if you need to invite multiple users. Each email will appear in the list below.
From the Role dropdown, select the role you want to assign (e.g., Admin or Staff).
Click Send invite(s) to send out the invitations.