How Do I Add Team Members, Admins, or Delegate Account Access?

ZimpleMoney offers two ways to bring others into your account: inviting new members to the platform, and delegating access to your existing account for CPAs, bookkeepers, trust departments, custodians, or other authorized parties.

Inviting a New Member

1. Go to Account > Invite New Member.
2. Enter the email address of the person you want to invite, along with an optional short message.
3. Click Invite Member.

The invited person receives an email with a link to register on ZimpleMoney.

Delegating Account Access
This feature is designed for CPAs, bookkeepers, trust departments, custodians, or other authorized third parties who need to manage one or more accounts on your behalf. Each managed account requires written authorization, and additional agreements must be executed by both parties before this tool is activated.

Access Types for Delegated Users

• Full Access: The managing member has complete control of the client's account, able to create or modify contracts, make payments, and edit ledger entries just as the client would.
• View Only: The managing member can view all screens and generate reports but can't make any changes to the account.

Switching Into a Client's Account
Once a Manager-Client relationship is established, click the client's Member ID in the My Clients list to switch into their account. While acting on a client's behalf:

• A message at the top-center of the page reads "You are acting on behalf of [Client's Name]."
• If access is View Only, you can view and generate reports only — no changes are possible.

Switching Back to Your Own Account
Click the "You are acting on behalf of [Client's Name]" message box at the top of the page, then click My Clients to return to your own account. You're back in your own account once this message box disappears.