I want to add another user to the account so that we both have access. How is this done?

1

I want to add another user to the account so that we both have access. How is this done?

2

You have 2 choices:

  1. Give them your login credentials (not a great idea unless there is trust).
  2. Have them create their own account and grant access through the collaborator feature
    :::: Instructions::::
    The Power of Portfolio Collaborators | Stessa Help Center

This is how I offer my bookkeeping services to other users of Stessa. They add me as a collaborator.

-Tom