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Search results for:permission

About: User Permissions - what will my team see?

For permissions and restrictions available within XBert… MYOB Clients, All invited users will have access to MYOB Clients, there are no permissions or restrictions… QuickBooks Clients, All invited users will have access to QuickBooks Clients, there are no permissions

Invited Users' Client Access Permissions

Understanding your team's client access permissions and how to edit a user's access… Xero Permissions + All Clients Xero Permissions access will allow a user to only view what they… Client Access Permissions:

Inviting Your Clients to Your XBert Client Console

How to invite your clients, user permissions and settings… There are Settings that can set permissions as well as Delete the Client file

Overview: Resolve

This occurs due to access and permission restrictions that don't allow us to Auto-Resolve the XBert

Reconnecting Files with New Xero Permissions

When we add to the list of Xero permissions we request access to, you will need to reconnect your Xero files to utilise our new features… As we continue to update and expand our app we are increasing the list of Xero permissions we request

How To: Create Custom Processes

Administrator on the account or have been invited by your advisor to their CONNECT portal, you may not have permission

XBert Glossary of Terms

More info here: Activating the Actual Time Feature Admin Type of permission that allows user to… More info here: How To: Edit a Schedule Non-admin Type of permission that allows user to have non-admin… Permission/s Refers to the access of users and what they can view within XBert

XPM Unable to Connect to XBert

Click on the staff member you'd like to edit access permissions for. … Then, go to the Permissions tab. Select Practice Administration

How To: Invite Team Members

edit and remove) XBert Automation (align XBerts to Processes) Select the Client Access Permissions… There are 4 access permissions options. Read more here. ​… You can choose to match the user's Xero permissions so they can access and edit what they have access

Monitoring User Login Activity

CONNECT User (team member) with Admin permissions: Client user without admin permissions: ​… Users with ADMIN permissions will have the black tag "ADMIN" under their name… Users with NON-ADMIN permissions will have no tag under their name