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Advisor Account

When managing multiple companies

Frida Hoffmann avatar
Written by Frida Hoffmann
Updated yesterday

If you are an external auditor/bookkeeper, or otherwise need an overview of multiple companies, we recommend setting up an Advisor account.

Note: The Advisor account must be created by someone from the Salary team, so please contact us if you are interested.

Get an overview of your companies in Salary

The Advisor account overview is visible when you, as a user, have access to more than one company.

Access the Advisor account by clicking the green icon in the top right corner and then selecting All companies.

Invite users to the Advisor account

  1. Go to All companies.

  2. In All companies, click Users and then select Add user.

  3. Enter the role, email address, and permissions for the new user.

  4. The user will then receive an email with a link to access the Advisor account.

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