📩Inviting an external accountant

Got an external accountant helping with your finances? Pemo makes it a breeze to get them on board. By inviting them to the platform, you can streamline your accounting processes and keep communication smooth—all without giving them full access like your internal team.

Here’s how to invite your external accountant:

1. Log in to Your Pemo Account: Head over to the 'Teams & Members' tab.

2. Click 'Invite member': Hit that button to start the process.

3. Enter Their Email: Add your external accountant’s email address into the "send to" field

4. Choose 'External accountant': Select this role to give them the right level of access.

5. Send the Invite: Click 'Send Invite' and you’re done!

Your accountant will receive an email with steps to create their Pemo account. They’ll get full visibility into your organization’s expenses and invoices and can export them as needed. But don’t worry—they won’t be able to manage users, invite new members, create expenses, issue cards, or hold their own cards.

For a deeper dive into how this role compares to others, check out this page

👨‍🏫Manage User Roles