Feature reserved for the accounting firm's practitioner
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Client administrator can also create a new client user.
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The creation of a client user is done in 6 steps:
Select the "Clients users"
menu in the "Administration" application
Click on the
button at the bottom right then on "New client"
Select the billable company, then click on "Next"
Fill in the user information, then click on "Next".
Name, first name, e-mail* and mobile phone numberThe client’s e-mail address becomes his unique and personal identifier to access the portal.
It is strongly recommended to exclude any generic address in favor of a personal address.The user type:
Administrator client as Director (will have the possibility to create new customer user accounts)
Standard client
At least one "Administrator" must be created per company. |
It is possible to have several "Administrators accounts per company, as for example in the case of a co-management with several partners. |
Fill in the accesses to the companies and click "Next"
The billable company is automatically selected as company access |
Select the client user applications access click on "Next"
A summary of the access is done on the last step and there are 2 choices to activate the new client user:
"Now": the user will be able to log in as soon he receives his credentials. It is possible to sent them by checking "Send an e-mail". Otherwise, it will be necessary to go the client user profile and click on "send welcoming email"
"Later": it will be necessary to validate the client user later
Click on "Confirm"
