Accountant Details & Permissions

Written by Louryn Butler
Updated 2 weeks ago

To view or update an accountant user’s access and permissions, click the purple 'View' button next to their name in the 'Manage Accountants' tab.

"From this view, you can easily see the accountant's details, including their assigned clients, current status, and the date they were added as a user.

To change an accountant users permissions use the toggles to enable or disable specific permissions within the Accountant Portal, tailoring access based on the user’s role and responsibilities.

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