Invite New User

Invite New User
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Storyboard Description

Mary the Coffee Shop Owner is Inviting her Accountant John to with Read Only Access to her Account

Storyboard Text

  • Mary  Role: Coffee Shop Owner Company: XYZ Coffee
  • I want to add my accountant to my finance systems.. I will Invite John to the Hub so that he can view my statements
  • Invite User -Read Only
  • You have mail! Mary has Invited you to Create a Hub Account
  • John Role: Accountant Company: ABC Accounting
  • Username john@abcaccounting.com
  • First Name: John
  • Last Name: Smith
  • CREATE ACCOUNT
  • Create 
  • Easy
  • Hi John, Mary here, how are you? Its nearly tax time again.. are you able to help submit a return? 
  • I really need to call John to get my tax sorted..
  • Mary, how are you? Of course I can.   I have access to your Hub account and can see your statements here.. how about you come into the office next week for a catchup and in the meantime I can do a preliminary analysis on your merchant account!
  • Easy
  • Mary based on your statements for the financial year and your offsets we have a bill of $xxxx due to ATO
  • Great thanks John that's much less than last year.. Now I can finally renovate the cafe!!
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