add existing kick users as clients.md

Add Existing Kick Users as Clients

Is your client already on Kick?

This flow is initiated by your client, not by the accountant. Your client adds your firm from within their existing workspace, and you receive an email invitation to accept.

Share these steps with your client:

  1. Click your profile icon in the top right.
  2. Click Members (under the Workspace section).
  3. Click Add team.
  4. Enter one or more accountant email addresses.
  5. Set the role to Accountant.
  6. Select which entities (businesses) you'd like them to access.
  7. Click Confirm for the popup below to send invites.

After your client completes the steps above, you'll receive an email invitation. Once you accept, their workspace will automatically appear in your Clients tab.

Tip: If the invite doesn't arrive, ask your client to go back to Members and resend it using the options menu (⋯) next to the pending invitation.

Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the ask query parameter, and the optional goal query parameter:

GET https://docs.kick.co/accountants/managing-clients/add-your-first-client/add-existing-kick-users-as-clients.md?ask=<question>&goal=<endgoal>

ask is the immediate question: it should be specific, self-contained, and written in natural language. goal is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.