Team members and access for your accountant

You can invite colleagues and your accountant to your company in Norman. Each person logs in with their own account.

A team member has access to all of the company's data. Check whom you invite before sending an invitation.

Invite a team member

1. Open Account → Team.
2. Under Team members, click Invite and enter the email address.
3. The invited person gets an email and joins with Accept & join.

Members can view and manage invoices, operations, taxes and documents. They also get the tax deadline reminders. Pending invitations count towards the seat limit.

Team access is part of the paid plans: up to 2 team members on JDG Mini and up to 5 on the other plans.

Invite your accountant

Under Invite your Accountant, enter the email address of your accountant or accounting office and click Send invite. Your accountant gets direct access to the company's data. Remove access with Revoke access. Access for your accountant is free on the JDG Pro, Sp. z o.o. Pro and Max plans and during the trial. Coming soon: on the plans that send the JPK_V7 (JDG Pro and Sp. z o.o. Max), your accountant will also prepare the JPK_V7 for your approval.

If your accountant works in an accounting office, the office decides which of its people work on your company: see Accounting office team and client deadlines. What you do not grant stays closed to everyone at the office, and Revoke access ends the access of the whole office.

If you prefer to hand over your data as files, use the export: see Exporting data for your accountant.

What only the owner can do

The person with the Owner role:

• invites and removes team members and accountants,
• sees and changes the PESEL,
• files the JPK_V7 and its corrections with the tax office,
• confirms sending invoices issued before Norman could send them to KSeF,
• manages the plan and payments,
• archives the company.

A team member can check the JPK report and download the XML file, but only the owner can file the JPK_V7 from Norman.