Invite Team Members

Invite accountants, staff, managers or interns to help you manage your business. It is easy to add a new team member to your Occasion account.

  1. Once you have logged in, click “Settings" in the upper-right corner.
  2. From the drop-down click "Manage Staff".
  3. To add a new team member, click the “Add Staff Member” button.
  4. In the new pop-up window, enter the user's Email address, First and Last Name.
  5. Below, you will notice each permission option listed, with a check box beside them. To save your progress, click "Invite a New Staff Member" at the bottom.
  6. An email is sent to the new user, inviting them to join your account. They will click a link, and enter a password to access your account.
  7. When a new team member has been added, their account status is set to “Unconfirmed” until they click the link in the invitation email and set up a username and password. Once they do that their account status changes from  “Unconfirmed” to “Joined on mm/dd/yyyy”.

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