Invite team members

With Franklin, you can invite as many colleagues (and external bookkeepers/accountants) as needed.

How to invite team members:

1. Go to “Settings”

2. Go to “Members”

3. Click on “Invite new member”

4. Fill out details on user

5. Invite user

Approval process for employees:

After being invited to Franklin, employees will receive an email where they need to verify their identity. Once this is done, you need to fill out an LOE (Letter of employment). Once the information has been filled out, we will send this to the applicant (director) to be signed via Penneo. Once the LOE is signed, the invited users will receive access approximately 48 hours afterwards. 

Please note: To be as efficient as possible, please bulk all employee applications together. 

Approval process for external bookkeepers: 

After being invited to Franklin, external bookkeepers and/or accountants will receive an email where they need to verify their identity. Once verified, they’ll receive access within 48 hours.