Getting started
The Accountant Partner Concept
The Client Overview
The Client Manager - Settings
- Template Accounts
- Add a new client in the Client Manager
- Create a client account for your new client
- Set user access rights for the Client Manager
- Login to your client account
- Clone Accounts
The Client Manager - User Rights
- General
- Add a new consultant
- Set access rights for a consultant in the client account
- Add a user in the client account
- Set user access rights
- Remove a consultant
The Assistant
- What is the Assistant?
- Get started with your Accounting Assistant
- The Structure of the Assistant
- User Rights and modules in the Assistant
- The Assistant's connection to Time
- The Task Overview
Briox PORTAL
- Getting started with Briox Portal
- Portal Preview
- Create news
- Messages in Portal
- Email notifications for Portal messages
- Activate the portal for your clients