Learn here how to give access to your Holded account

Once the consultancy accepts your request for collaboration, you will be able to establish how your day-to-day activities are managed on our platform.

You will have to grant access to your Holded account and, depending on the agreed roles and permissions, the consultancy will be able to manage your entire account or only the sections that suit you best.

What roles can you assign to a consultancy?

You can only choose one role from those that already exist in your account, either from those that are available by default or from those that you have customized.

Only accounts with an Advanced or Premium subscription plan can create custom roles. Find all the information in this article.