Team & access

1. Open Settings from the gear icon in the header.
2. Choose the Team tab.
3. Under Invite someone, enter their email address and pick a role.
4. Choose Send invitation.

They receive an email with a link. Nothing changes in your organization until they accept it.

• Member — can see your stores and sync activity.
• Admin — can also manage mappings and invite other people.

Ownership isn’t something you can hand out by email. The owner is established by whoever connected the store or the QuickBooks company.

They sign in with the same email address the invitation was sent to, then choose Accept invitation.

Two things will stop an invitation being accepted, both on purpose:

• They’re signed in with a different address. The page names the address the invitation was sent to. They need to sign out and sign back in as that address.
• Their email address isn’t confirmed yet. An invitation grants access by email address, so TruSync checks the address really belongs to them first. The page offers to send a fresh confirmation link.

Invitations expire after 7 days. If one lapses, send another.

The Team tab lists current members under Members, and anything outstanding under Pending invitations.

Choose Revoke next to a pending invitation to cancel it. The link stops working immediately, even if the person still has the email.

Someone can belong to several TruSync organizations at once — the normal case for a bookkeeper. They sign in once, and the store switcher in the header lists every store they can reach, each labelled with the organization it belongs to, so moving between clients doesn’t mean signing out.

The organization name only appears on those labels when someone belongs to more than one organization.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.