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  3. Add a salesman or accountant

Add a salesman or accountant

On the Pro plan, open More → Team → Add a person. Enter their name, mobile, email and a starting PIN, and choose Salesman or Accountant. Tell them the PIN; they log in with their own mobile number.

  1. 1

    Open More → Team and tap Add a person.

  2. 2

    Enter their name, mobile number and email, and a starting PIN.

  3. 3

    Choose Salesman / staff (bills, payments, stock - no costs or profit) or Accountant (view only).

  4. 4

    Tap Add person and share the login details on WhatsApp.

  5. 5

    To stop someone, open them under Team and turn them off.

Related

  • Back up and export your data

    Download a full backup or an Excel copy of everything, any time, on any plan.
  • Choose or change your plan

    See your plan and usage, pay by UPI AutoPay or card, switch or cancel.
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