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The option to add multiple Client Managers to a client on connect

So different staff members can on;y see the accounts they are assigned to.

  • Guest
  • Oct 15 2018
  • Planned
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  • Guest commented
    20 Feb, 2020 10:19am

    Yes, I use KPO outsourcing and have to add them as a user to each client. I cannot add them as a manager because then my bookkeeper loses access for doing the monthly routines whilst they are doing the annual accounts, what is needed is an ability to add multiple connect users to a client, so a drop down list "who can access this client" and then tick the ones who can. I am glad this is planned, it should be a priority

  • james brent commented
    22 Oct, 2018 10:15pm

    I just posted the same thing !!

    I want our accountants to and other departments to great groups or atleast users with different permission 

    A financial controller might want to give read only view access to his junior accountant to build reports or download invoices and send to clients requesting for payment

     sometimes some clients are big that i have to assign this client only to a client service manager who will be bale to not only sned quotes but also print invoices and send it to the clients he/she serves, i have 2 clients service agents who manage just 10 clients and i would like to give them access to these 10 client invoices and nothing else

    we now use 2 people resources where we download each invoice by the senior management cos we cannot give access to other members simply becuase if the invoices are deleted or edited in erorr then its GONE !

     i really need a fix and been asking this over a year, with new tax policy coming in soon I will have no choice but to move to zoho , quickbooks or xero

    i love simplicity of KF so i hope this is released before dec 2018