The Client Manager - User Rights
General
Before you start working in the client account, it is important you determine who will do what in the client account....
Add a new accountant
Only accountants can manage a Client's accounting
Step 1 : Add the Accountant to the accounting firm account
If the A...
Set access rights for an accountant in the client account
Only accountants will manage the client's account:
Go to Admin - Manage users. Here you see the System Administrator...
Add a user in the client account
To add a user to an account, login to your client account.
No matter how you login, your client accou...
Set user access rights
Both an accountant and the client will be able to manage the client's accounting:
Once a user is registered in the sy...
Remove an accountant
If one of your accountants has or will resign, you need to deactivate the user in order for the connection between th...