Your bookkeeper usually needs to see figures, not move money. A read-only role lets them view your balance, download statements and check the transaction history, while keeping approval and change rights firmly with your directors and signatories.
What read-only can and can’t do
- Can: view the dashboard and balance, open and download statements, see the repayment schedule, and export account history for the books.
- Cannot: change bank details, add or remove users, approve a drawdown, or request a limit change.
How to grant it
Go to Account > Users & roles, invite your bookkeeper by their own email address, and set the role to Read-only. They set their own password and verify their identity. Give people their own login rather than sharing yours — it keeps the audit trail clean and lets you remove access instantly when an engagement ends.
Most of this is self-service in your customer portal, which is the fastest route and available at any time. Where a change needs our team to verify it, we say so and give a realistic turnaround so you can plan around it.
See also: Giving your accountant access, Understanding user roles and permissions, How to remove access when someone leaves.