Hi All
I have just opened a new business account and need to add new Admin , I opened this through my personal account . Will the new admin be able to access my personal account info ? Or will they only have access to the business account
No, they won’t get access to your personal account. The clue is in the account name.
1 Like
My wife and I have personal accounts, joint account, and are both admins of the business account.
You can pretty much think of the business account as operating in the same way as a joint account (except there’s the potential to have more than 2 people on the account).
On the business account you will both be able to see everything the other does, but your personal account remains personal to you.
1 Like
Thank you
1 Like
Is the new member able to see previous transactions? Or just from the date they are added?
I’d expect them to be able to see everything. Not much point adding your accountant, for example, if they can’t see everything.
However, we were both users from day one so I can’t confirm this is the case, sorry.
Thankyou Chris!
I presume this is only possible with the paid plans?
Yes, Lite is single user only.
1 Like