How to create an access for a new user?

Modified on Tue, 26 Dec 2023 at 01:43 PM


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.


  • 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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