Skip to main content
Remindoo
HomeFeaturesPricingContactResources
Log inBook a DemoStart free trial
Log inStart free trial
Remindoo
HomePricingContact
Start free trialLog in

How to Add a New User in Remindoo, User Management Guide

ICAEW Technology AccreditationRated Excellent on Trustpilot

Learn how to add a new user in Remindoo easily. Follow step-by-step instructions to create users, assign roles, services, and manage team access efficiently.

Book a DemoStart free 60-day trial

Explain key steps How to Add a New User in Remindoo

1. Access Settings

  1. Click on the Settings button.
  2. Select Employee List and then click on Show Details .

2. Create New User

  1. In the top right corner, click on New User .

3. Enter User Information

  1. Fill in the following details: Email Address : Enter a valid email address. First Name : Enter the user’s first name. Cell Phone Number : Enter the user’s cell phone number. Role : Specify the user’s role. Hourly Rate : Enter the user’s hourly rate. Profile Picture : Upload a profile picture for the new employee.
  2. Email Address : Enter a valid email address.
  3. First Name : Enter the user’s first name.
  4. Cell Phone Number : Enter the user’s cell phone number.
  5. Role : Specify the user’s role.
  6. Hourly Rate : Enter the user’s hourly rate.
  7. Profile Picture : Upload a profile picture for the new employee.

4. Add Services

  1. Add services to the service manager as needed based on the user’s role.
  2. You can add multiple services.

5. Save User Information

  1. Click on Save to save the new user details.

6. Invite User

  1. Click on Invite to send an invitation to the new user.
  2. The user will receive an email and can choose their own password to join Remindoo.

Related articles

  • How to Add Subtasks in Remindoo, Improve Task Management
  • How to Archive Tasks in Remindoo
  • How to Assign and Reassign Tasks in Remindoo
Built for UK practice growth

Every deadline. Every client. One system.

Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.

Start free 60-day trialBook a Demo

Why knowing what each employee is working on matters

In a growing practice, the partner can no longer hold every job in their head. Clear ownership and visible workload are what stop deadlines slipping when someone is on leave, busy or new.

Clear ownership

Every client and task has a named person, so nothing sits unassigned and clients get consistent answers.

Balanced workload

Seeing tasks per person helps managers move work before one person is overloaded and another is waiting.

Cover for absence

When work, notes and history live in one system, a colleague can pick up a job without starting from scratch.

Controlled access

Roles and permissions keep sensitive client and AML data visible only to people who need it.

Practical tips from UK practice

  • Group people into teams around services or client portfolios, and name a Team Lead for each.
  • Review the employee task breakdown weekly, not only when a deadline is missed.
  • Give new starters a limited role first, then widen access as they are trained.
  • Use bulk reassignment when someone leaves or goes on holiday, rather than moving tasks one by one.

Related Remindoo features

  • Employee and team management →
  • Advanced employee roles →
  • Employee task breakdown →
  • Employee reporting →

Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.

What UK practices say about Remindoo

Read all reviews on Trustpilot
“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
Shaz Israr
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
Taxaccolega Chartered Accountants
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
Afia Begum
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
Premier Books Consultancy Ltd

Accredited by ICAEW and rated Excellent on Trustpilot

ICAEW Technology AccreditationRated Excellent on Trustpilot

Trusted by firms regulated by the following professional bodies

  • ICAEW logo
  • ACCA logo
  • AAT logo
  • Chartered Institute of Taxation logo
  • Institute of Accountants and Bookkeepers logo
  • Institute of Certified Bookkeepers logo
  • Institute of Financial Accountants logo
  • CIMA logo
  • ICAS logo
  • CIPFA logo

See Remindoo with your own clients.

A 30-minute walkthrough using your services, deadlines and templates, or start a 60-day free trial.

Book a DemoStart 60-Day Free Trial

Solutions

  • Tasks
  • Clients
  • Workflow
  • Leads
  • Client Portal
  • Proposals
  • AML
  • Dashboard
  • Engagement Letters

Popular features

  • Recurring tasks
  • Workflow automation
  • Client onboarding
  • Proposals
  • Invoices and payments
  • AML identity checks
  • Employee roles
  • All features

Remindoo vs…

  • vs Karbon
  • vs TaxDome
  • vs Senta
  • vs Pixie
  • vs Canopy
  • vs Financial Cents
  • vs Xero Practice Manager
  • vs AccountancyManager

Alternatives

  • Karbon alternative
  • TaxDome alternative
  • Xero Practice Manager alternative
  • IRIS alternative
  • CCH iFirm alternative
  • Ignition alternative
  • GoProposal alternative
  • All comparisons

Free tools

  • Switch & Save calculator
  • Companies House deadline checker
  • 2026/27 compliance calendar
  • VAT calculator
  • Corporation tax calculator
  • Self employed tax calculator
  • Year end accounts checklist
  • All free tools
  • All calculators
  • All checklists

Integrations

  • Xero
  • QuickBooks
  • FreeAgent
  • Companies House
  • GoCardless
  • Stripe
  • All integrations

Resources

  • Accounting glossary
  • Problems we solve
  • Guides by topic
  • Start an accounting practice
  • Grow your firm
  • Practice challenges
  • Outsourcing
  • Downloads and templates
  • Link directory
  • Help centre
  • Blog

Company

  • Pricing
  • Book a Demo
  • About us
  • Contact
  • Software shortlist
  • Privacy notice
  • Terms and conditions

© 2026 Remindoo. Built by accountants, for accountants.

RoadmapChangelogFeature requests
Book a DemoStart trial