If you work with an accountant, bookkeeper, or assistant, you can give them access to your Freelancer Dashboard account without sharing your password.
Sending a delegate invite #
- Go to Account → Team Access (or Account → Invite Delegate).
- Enter the email address of the person you want to invite.
- Click Send Invite.
- They’ll receive an email with a link to accept the invitation and create their own login.
What delegates can do #
Delegates can view and manage your account the same way you can — including invoices, clients, assignments, and accounting. They log in with their own credentials and can switch between their own account and the accounts they’ve been invited to access.
Revoking access #
To remove a delegate’s access, go to Account → Team Access and click Remove next to their name. Their access is revoked immediately.
Privacy and security #
Delegates access your account through their own login — you never share your password. All actions taken by delegates are logged in the audit trail.
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