Accounting Software Secure Access

Accounting Software Secure Access

One of the main questions we get asked when someone is researching our accounting software is who has access to the software? Access to the software and security in general are taken very seriously by us. The quick answer to the questions is that only you have access to the accounting software, and you must give permission to add users, and you can also revoke user access.

If you are a business owner you may want to add your Accountant, or Bookkeeper to the bookkeeping software. Adding someone is as simple as entering their details into the system and then deciding what features you want them to have access to.

If you are an Accounting Professional you might want to create a new licence for a client and add members of your team to have access so you can perform the bookkeeping function of the business. Once the details are added, you will need to set up a password if there is not one recorded on the system. Otherwise your clients details will appear under Subscriptions.

To add a new User, or edit an existing User, navigate to the Settings tab, and then click on Manage Users. Click the “Add new User” button, and proceed to enter the following information:

• First Name.
• Last Name.
• Email address: This must be a valid email address, otherwise the user will not be able to access eFolio Accounts.
• Disable this user: If you wish to temporarily prevent this user from accessing the Organisation’s information, then select this option. Once a user’s status has been disabled, then they will no longer be able to access any information for that organisation. Note that only the Primary User can specify this option for other users.