How to update the user client company access by a practitioner?

Modified on Fri, 22 Dec 2023 at 06:23 PM

Feature reserved for the accounting firm's practitioner

This interface allows you to view/modify the list of companies related to the client user.

Add one or more companies

Go to your Administration
Select the “Users” menu
Select the user to whom you want to add one or more applications

Click on “Company access” (under the “Administration” menu)

Click on the "Manage access" button

Check the companies to add
Click on "Next"
Click on "Confirm"

A client user can have access to several company access

Delete access to one or more companies

Go to your Administration
Select the “Users” menu
Select the user to whom you want to add one or more applications

Click on “Company access” (under the “Administration” menu)

Click on the "Manage access" button

Uncheck the companies to delete
Click on "Next"
Click on "Confirm"