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How do I give my accountant read-only access to my Cash Management accounts?

Bethany McClain avatar
Written by Bethany McClain
Updated over a year ago

Bookkeepers on the Arc platform have read-only access to the platform and are not able to move money, issue cards, or add team members. This is most suited for accountants on the team.

To invite a bookkeeper to join your team, take the following steps:

  1. Login to the Arc platform and head over to Settings > Organization page

  2. On the right, click on the Invite Team Member button

  3. Enter the details of your bookkeeper and select 'Bookkeeper' as the Role type

  4. Click on the Add Team Member button and enter the security code for 2-factor authentication

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