For larger organizations, such as accounting firms, it might be a good idea to organize your clients into groups.
In this example, the accounting firm “NonStop Accounting” has three accountants, Mathias, Nora, and William. They are each responsible for three companies. Then, they could set up the groups and clients as shown in the picture below:
Specifically, NonStop Accounting has set up the following:
By setting up a structure like this, users can easily be added to all clients in a group. When a user is added as a group user, they are automatically added as a user in all clients in that group.
HINT: This can be very practical if, for example, William is away or leaves the company, then he can add Nora or Mathias to his group and they will automatically get access to all clients in his group.
NOTE: At the client level, on the Users tab, group users are indicated by a Group icon. Group users with All client permissions and/or Group administrator rights will always inherit their permissions from the group level.
You can use drag-and-drop to organize the clients in your groups in the tree structure. You can, for example, move your clients from one group to another. In addition, you can have a client in multiple groups if you want. When you move or add a client to a group, the group users are automatically added to the client you add or move.
NOTE: This functionality is only available for users with shared licenses.
To move a client to another group;
The group users in the destination group will automatically be added as client users.
NOTE: If you move a client from one group to another, the group users from the original group are removed from the client.
To add a client to another group, while keeping the client in the original group;
You will now have the client in both groups.
The group users will automatically be added as client users.