Access between practice and client: who invites whom

Updated on 2026-10-21 · Editorial policy

The practice invites the client

• When you add a company to the practice (one by one or in bulk by CUI), you can enter the client's email address. The client receives an invitation and joins their company, already linked to your practice.
• If the company already has a Brivio account, you cannot take it over: its owner receives an access request and approves or declines it.

The client invites the accountant

• During setup, or at any time from Settings → Team, the client invites the accountant by email.
• Access requests from practices show up for the client in Settings → Connections, “Accountant access” section, with Approve and Revoke buttons.

What each side sees

• The practice works in the client's company with the rights it was granted; you switch company from the company selector or see the whole portfolio in “All companies” mode.
• The client can revoke the practice's access at any time from Settings → Connections. Revoking does not delete the company's data.

Good to know

Every approval and revocation stays in the company's audit trail.

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