Keep your business workspace
You can remain the owner while your bookkeeper helps with invoices and follow-ups. Inviting them does not transfer your business, QuickBooks connection, or subscription into their practice.
Invite them with the right role
- Open Settings → Team and choose Add person, then select Workspace login.
- Use the email address they use for Clawrk, if they already have an account.
- Choose Member for daily invoice work, Admin if they should manage settings and connections too, or Viewer for read access.
- Ask them to open and accept the invitation.
Switching between workspaces
An invited bookkeeper can open Settings, choose Business or Practice, then use Current workspace under Your workspaces to switch. They can return to their practice the same way. Records stay within the workspace being used.
An invitation to a multi-client practice is different: its roles cover the whole practice. This feature is not a restricted portal into one of the practice's client companies.
Review access over time
All teammates in this business can access its records according to their role. You can change or revoke access in Team settings. The Business plan includes unlimited teammates, so there is no extra seat charge for your bookkeeper.
Your workspace opens in a new tab.
Something still unclear?
Ask our support team. Include the step you reached and what happened. Keep passwords and financial documents out of the email.