How to invite another business owner
If you’re the first director to use the Business app, you need to set up your business’s profile. Enter all your own details, and just follow the prompts. Once done, you can invite your other company directors to join. Here’s how:
- Choose the business owner to invite from the ‘Business Owners’ page.
- Enter their email address and they’ll be sent an invite code.
- The other business owner downloads the Business app and creates their own account with an email address and password. They’ll then get their own unique customer ID.
- After signing in, there will be a prompt for “Have an invite code?” on the main screen. Enter the invite code received from the invitation email to connect the two business owner’s accounts to the one Business profile.
- The invited business owner then will need to complete their profile with their personal details. Once verified, they’ll have access to the business’s accounts.
Need help?
Chat to us in the Business app with live-chat support (from real people) between 8am to 8:30pm AEDT Monday to Friday.