Add an accountant, bookkeeper, or advisor to RosterElf
RosterElf allows you to invite an Accountant, Bookkeeper, or Advisor to your account at no cost. Once added, they receive admin-level view access, enabling them to assist with payroll setup, compliance, and ongoing account management — without being counted towards your invoiced staff total.
Note:
You can add only one accountant to your RosterElf account. Multiple accountants are not supported.
1. Adding an accountant to your account
Follow the steps below to add an Accountant, Bookkeeper, or Advisor to your RosterElf account. Once added, they will have admin-level view access to help manage your payroll compliance and business requirements.
1.1 Steps to add an accountant
1.1.1 Click on your avatar in the top right corner of RosterElf.
1.1.2 Select My Accountant from the drop-down menu.
1.1.3 Fill in the accountant's details.
1.1.4 Click Save to grant them access.
1.1.5 The accountant now has full admin-level view access to help manage your payroll compliance.
2. Accountant access differences
Accountant access is distinct from standard staff or admin access. While accountants share similar admin privileges (view only), they are not treated as staff members. Understanding these differences helps you make the most of this feature.
2.1 Key differences for accountant access
2.1.1 Accountants have the same access as an admin but cannot be a staff member.
2.1.2 Accountants cannot be rostered, request leave, or adjust their availability.
2.1.3 Accountants are free users and do not count towards your invoiced staff count.
2.1.4 Accountants cannot be added to the roster or assigned to sites and positions.
2.1.5 Accountants do not appear in the Staff tab.
2.1.6 Accountants do not receive shift requests, such as shift swaps or open shifts.
2.1.7 Accountants cannot change their own permission level.
2.1.8 Accountants cannot add a site.