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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
Users and User Management
View and manage your users, edit their permissions and invite new team members… You can view, manage, and edit their permissions and invite new users to your CONNECT Portal… Via this page, you can - Edit Users permissions and Client access Invite new Users or Resend
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… Here, you'll have to select permissions for the user, either Admin or Non-Admin
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
Overview: Resolve
This occurs due to access and permission restrictions that don't allow us to Auto-Resolve the XBert
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
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
Getting Started with Your Console
There are two types of permissions - Admin permissions - can access all tabs including Snapshots… Client User Permissions… and Reporting Non-admin permissions - can only access XBerts & Tasks and Activity Snapshots
How To: Commit Actual Time on a Task or XBert
User Permissions… For permissions and restrictions for adding and editing time entries