Telleroo

Andrew Cookson

Charlotte Russell

Steven Redmayne

Everything you need to know about people, user permissions and inviting clients in Telleroo.

People and collaboration

How to add users to your account and deciding which actions they can take

Adding your team and assigning roles

How to update and delete team members in Telleroo

Editing and removing team members

How to add, edit and remove team members

Step by step guide on inviting your clients to Telleroo

How to invite a client to Telleroo (as an accountant/bookkeeper)

Step by step guide on inviting your entities to Telleroo

How to invite an entity to Telleroo (as a multi-entity group)

Telleroo’s compliance criteria for accepting and onboarding clients/entities

How to connect Xama to your Telleroo account

Connect Xama

Use the Xama connection when inviting a client to Telleroo

How to use Xama to share KYC documents in Telleroo

Guide for accountants, bookkeepers and multi-entity customers

Inviting clients or additional entities

Find answers and get help from Intercom Support and Community Experts

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