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

Modified on Fri, 22 Dec, 2023 at 6:23 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"







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