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

Modified on Tue, 26 Dec 2023 at 01:34 PM

Feature reserved for the accounting firm's practitioner

The clients administrator also can update the client applications access.
see: "How to add / remove access to an application?"

Add one or more applications

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

Click on “Applications” (under the “Administration” menu)

Click on the "Manage access" button

Check the applications to add
Click on "Confirm"

Validate application access requests

When one of your Fulll customers adds an application via the store, it is waiting for you to activate it. You must then activate the application, then possibly make the settings for it so that your customer can access it.

Go to your Portfolio
Select the “Users” menu
Select the user to whom you want to validate access to an application
Click on “Applications” (under the “Administration” menu)
Select the application in the “Activation in progress” section
Click on “Activate”

Delete access to one or more applications

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

Click on “Applications” (under the “Administration” menu)

Click on the "Manage access" button

Uncheck the applications to delete
Click on "Confirm"
The deletion will be active at the end of the current month. You can delete the application immediately by checking the “Do not wait end of the month” option