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" (a button that looks like a gear) in the upper-right corner.
2. From the drop-down click "Manage Staff".
3. To add a new team member, click the “Add User” button.
4. In the new pop-up window, enter the user's Email address, First and Last Name.
5. An email will be sent to the new user inviting them to join. They will click a link, and choose a password to access your account.