Give your accountant or assistant access

Updated 2026-10-17

Each person gets a role per business.

• Owner: everything, including Settings, users, numbering and the Tax Authority connection.
• Assistant: clients, quotes, payment requests, receipts, sending and expenses. No Settings, users or Tax Authority.
• Accountant: reads what you allow, until an end date. Every request is logged. An accountant never issues or cancels a document.

Add a person

Two places, both needed.

1. In the Ledger

1. Pick the business in the switcher at the top.
2. In the sidebar, open Accountant > Users.
3. Click Invite someone.
4. Type the email and pick the role. An accountant also needs an end date and the feature switches: income documents, expenses, reports, the monthly pack, the unified file.
5. Click Send invite.

For your own second email, pick Owner.

2. In Cloudflare Access

Emails you listed in the installer are there already. For anyone new:

1. Sign in at dash.cloudflare.com and open Zero Trust.
2. Go to Access > Applications and open MTN Open Ledger.
3. Open the Policies tab and edit the sign-in policy.
4. Under Include > Emails, add the email.
5. Click Save.

Until step 5, Cloudflare stops the person at its own sign-in page.

Remove a person

1. In the Ledger: Accountant > Users, click Revoke on the row.
2. In Cloudflare Access: remove the email from Include > Emails and save.

Still stuck? Write to us from the pricing page.