Absolutely. In addition to providing a UBO with access to your Lili account, you can add members of your organization (with Admin access), and even your accountant (with view and export access).
How do I add a user and grant them Admin access to my account?
If you have the Lili Premium or Lili Smart account plan, you can follow the instructions below to add someone as an Admin to your Lili account:
- Go to the Account Settings page.
- Scroll down to the Team section and click on “Invite a Team Member”
- Click on the Administrator option
- Provide the details (first and last name, email address) of the person you want to add
- Click on the checkbox that you agree to the Corporate Resolution
- Click on the checkbox that you agree to the Authorization to appoint administrator
- Click on Send Invite
For a list of Admin permissions, please go here.
Note: the primary account owner or any UBO on the account can cancel the admin access at any time.
How can I give my accountant access to my Lili account?
Lili enables account owners to grant 'view and export' access to their accountant. While the accountant will not be able to make any transactions / payments using the account, they will have the ability to:
- access and export your transaction history
- access your Profit and Loss, Schedule C and 1120S reports
- access all invoices
- access all bills
If you have the Lili Premium or Lili Smart account plan, you can follow the simple steps below to give your accountant access:
1. Using Lili's web access, sign into your Lili account
2. Click on your ‘Profile Details’ at the top right
3. Click on “Invite an Accountant” (see screenshot below)
4. Provide your accountant's email and sign/agree to the related terms
5. Your accountant will be invited to create their own credentials.
Note:
1. You will also be able to easily remove access, or re-invite the accountant by clicking on ‘Profile Details’ at the top right
2. You can only grant one accountant access per Lili account
3. For security reasons, invitations will expire in 30 days.
Note: The Invite an Accountant feature is only available for Lili business deposit accounts opened through Sunrise Banks, N.A., Member FDIC
Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. The Card may be used everywhere Visa debit cards are accepted.
Wire Transfer services are provided by Column Bank N.A., Member FDIC. All wires are subject to acceptance criteria and risk-based review and may be rejected at the sole discretion of Column Bank N. A. or Lili App Inc.