The problem
Your bookkeeper needs to see your invoices at the end of the month. You either share your password (bad) or export everything to a spreadsheet and email it (slow and manual). Neither is how it should work.
Why we built it
Delegated access creates a separate login for a trusted person — bookkeeper, spouse, accountant, office manager — with the specific permissions they need and nothing else. You stay in control. They get what they need.
How it works
- 1
In DIRT Settings → Team, tap "Add delegate" and enter their email.
- 2
Set their permission level: view-only, invoice access, full access.
- 3
They get an invite email and log in with their own credentials. You can revoke access any time.
What changes for your business
Before
Share your password or export a spreadsheet every month.
After
Delegate with their own login. Right permissions. Revoke any time.
Common questions
Can I let my bookkeeper into DIRT without giving them my password?
Yes. Delegated access creates a separate login for them with specific permissions. Your password is never shared. You can revoke their access any time.
What permission levels can I set for a delegate?
View-only, invoice access, or full access. You pick the level that matches what they actually need. A bookkeeper who only needs month-end invoices gets invoice access, not full control.
How do I add a delegate?
Settings → Team → Add delegate → enter their email → set permissions. They get an invite to create their own login with their own credentials.
Can I revoke a delegate's access?
Yes, any time from Settings → Team. They lose access immediately. You don't need to change your own password or reset anything — just remove the delegate and they're out.
Is delegated access different from just sharing my account login?
Yes. They have their own credentials. You can set what they can and can't see. If you ever need to remove their access, one tap does it — no password change required on your end.
What if my bookkeeper only needs to see invoices at month-end?
Set them to invoice access only. They can view and export invoices without touching your jobs, clients, stats, or settings. You can adjust permissions or remove access any time from Settings → Team.
Start free
Try it free.
Available on Growth. Start with Solo free to log real jobs, see your numbers, and upgrade only when you need more firepower.