Toggled to the Admin tab in the top left hand corner of the navigation bar.
Click on People in the left panel under Team Cards.
Click the blue Invite Team Members button in the upper right corner.
Enter Pilot's email: email@example.com
Pilot will receive an email with an invitation to join your Abacus account.
Once we accept our invitation:
Go to the People in the left panel under Team Cards.
Edit the "Pilot Bookkeeper" user by clicking the blue "pencil" icon.
To assign Admin role, select: Yes.
Who are you and why should I trust you?
Pilot provides bookkeeping, CFO, and tax services for literally thousands of startups and growing businesses. We've successfully processed over 10 million transactions for our customers and have unparalleled expertise when it comes to accurately categorizing financial data.