Managing Client Users – Guides

A Client User login can be created to allow your Clients to:

• Connect to Xero/QBO in the event that you do not have access to the accounting system
• Receive report notifications when new reports are available*
• View reports directly*

*Permissions to receive notifications etc. are set when creating/editing the client user. Which reports can be accessed by client users can be set in the Client Settings.

Guide to Managing Client Users

This guide will show you how to create and manage Client Users

Guide for Client Users

This guide can be edited as needed and sent to Client Users to help them use the features to which they have access.

Branding the Guide for Client Users

This guide will help you to edit the Guide for Client Users so that it is in line with your branding, and relevant only to the permissions they have been granted.