Feature reserved to client administrator. |
The accounting firm's practitioner can also create a new user.see: "How to create a client user by a practitioner?" |
This interface allows you, as a client administrator, to create a new access for a new employee.
- Go on “ My Account”
- Click on the “ Users” area
- Click on the button located at the bottom right
- The billed company is the same as the client administrator. Click on "Next".
- Fill in the user information, then click on "Next".
- Name, first name, e-mail* and mobile phone number
The 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
It is possible to have several "Administrators accounts per company, as for example in the case of a co-management with several partners.
- Name, first name, e-mail* and mobile phone number
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"
- Click on "Confirm"
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