Click play for a quick video guide! ✨
The default roles you can set are Partner, Manager, Accountant and Bookkeeper.
Each Client has an individual Client Console that lists their XBert, Tasks, and individual Reports.
You can Invite external parties such as the Client or their Accountant / Bookkeeper and they will only see this Client information.
There are Settings that can set permissions as well as Delete the Client file.
Select a Client you want to access the Client Console for, from the Clients Page.
When you hover over a Client name, you'll see the Client Console option.
Once you're in the Client Console for a client, you will notice the colour of the pages will be a lighter colour.
To quickly add a Client User, go to the upper right corner, click on the plus icon (+) and then click Add User.
Users / Settings will be in the lower left corner.
While the other options will be under your Profile Settings.
Under Settings, then Users, you can also Invite Users into this individual Client Console, these will be Client Users.
Any users from your CONNECT account that have access to this client will appear here as well as any Client Users you invite. Once you Invite a Client User, they will be sent an email to set up their account.
6. Here, you'll have to select permissions for the user, either Admin or Non-Admin.
Non-Admin Client Users:
- Cannot add users
- Cannot see Reports if any reports were turned on via Connect Analytics.
- Cannot edit Settings - eg. deleting a client file.
- Someone who might use tasks for business but does not have access to financial data.
*If it's the business owner that you're adding, we suggest you set them as an Admin*
