How to create a client user by a practitioner?

Feature reserved for the accounting firm's practitioner

The creation of a client user is done in 6 steps: 

• Select the "Clients users" menu in the "Administration" application
• Click on the button at the bottom right then on "New client"

• Select the billable company, then 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

• Fill in the accesses to the companies and click "Next"
  

• Select the client user applications access click on "Next"

• A summary of the access is done on the last step and there are 2 choices to activate the new client user:
  • "Now": the user will be able to log in as soon he receives his credentials. It is possible to sent them by checking "Send an e-mail". Otherwise, it will be necessary to go the client user profile and click on "send welcoming email"
  • "Later": it will be necessary to validate the client user later
• Click on "Confirm"