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Getting started 9: Add people and devices

Add a second person, a phone or a till, and pick what each can do.

Updated Nov 2, 2026

People

  1. Open Accountant, then the Users and roles tab.
  2. Choose Add a person. Type a name, pick a role, and set a PIN or passphrase.
  3. Each extra person needs their own seat on your licence.

Roles include Owner, Admin, Bookkeeper, Accountant and Approver. Every change is saved with the name of the person who made it.

Phones and tills

  1. On the computer that keeps the books, open Devices and turn on syncing.
  2. Choose Add a device. A code appears as a picture and as 8 words. It works for 10 minutes and one device.
  3. On the phone or till, scan it or type the words.
  4. Back on the main computer, approve the device and pick its role: Employee for a phone, Till for a till.

Phones and tills are priced apart from seats.

Next: Getting started 10, Getting help.