Before you start working in the client account, it is important you determine who will do what in the client account. The system administrator in the client manager (at the accounting agency level) or the consultant who is the user (at the accounting agency level) and an administrator in the client account, must add the users who will work in the client account.
A program administrator in the client account can give user rights to existing users in the program in which they are an administrator but cannot add new users.
We will look at two scenarios:
- Only consultants will handle the client's accounting,
- Both a consultant and the client will together handle the client's accounting.
Only a consultant will manage the client's accounting
If the consultant is a system administrator, they have full authority and can immediately start working.
If a consultant who is not a system administrator is to manage the accounting work in the client's account, user rights may need to be given to the consultant. Otherwise, the consultant has by default full access to all programs the client has.
Both a consultant and the client will handle the client's accounting
Once the consultants have the correct user rights, the client must be given rights to their account. You add users and give them rights in the client account.
The consultant who adds users to the client account must be the system administrator in the client account. You must log in to the client account via the client manager. Then go to Admin - Users and click on the pencil icon at the end of the row. Verify that the System Administrator toggle switch is green for the consultant who will add users if the work is not performed by the system administrator in the client manager (who has full authority).