In this article you will learn how to manage client members for firm team members. To know more you can call QuickBooks technical Support.
How to add, edit, or remove client access for a firm team member?
You can access and edit client access through two paths.
• You can manage client access from the Edit Client screen if you wish to setup which team member can access a client company.
Manage which team members can access a client
STEPS TO EDIT CLIENT ACCESS:
• Select Your Practice from the navigation menu
• Click on Clients.
• Choose the Name of the client for whom you want to edit access.
• Click on the Edit client button.
• Scroll down to Team access section.
• To add/remove access to the client add/remove the check-mark (✓) for each employee.
• Click on Save.
Notes:
1. If you are removing the access of a team member who is also a client lead, you’ll be asked to assign a new lead for the clients for which team members will be the lead.
2. Any team member will be called as a client lead if he is the accountant who was invited to the client’s books. This helps in building a good relationship between the firm and the client.
Manage which clients a team member can access
STEPS TO EDIT CLIENT ACCESS:
• Select Your Practice from the navigation menu.
• Click on Team.
• Choose the Name of the team member you want to edit.
• Select the Client Access tab in the edit user screen.
• To add/remove access for the team member, add/remove the check-mark (✓) for each client.
• Click on Save.
Note:
1. If you are removing the access of a team member who is also a client lead, you’ll be asked to assign a new lead for the clients for which team members will be the lead.
2. Any team member will be called as a client lead if he is the accountant who was invited to the client’s books. This helps in building a good relationship between the firm and the client.
3. Please note that this feature is a part of the improved technical functionality which is now being introduced to QuickBooks Online Accountant firms.
To know more on how to manage client members for firm team member, call QuickBooks Technical support. You can also contact us writing to us on support@quickbooksupport.net. We have a team of experts dedicated technical support executives who are working day and night to make your accounting experience with QuickBooks simpler and better. To know more about us visit our site quickbooksupport.net.