Organize clients in groups: An example

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:

• Created three groups; Team Mathias, Team Nora, and Team William. See Create new group.
• Mathias, Nora, and William are group administrators and have all client permissions for the group they are responsible for. See Add group users. In this way, they can manage users and data for all clients within their group.
• Created three clients for the companies they are responsible for; Company A, Company B, etc. See Create a new client.

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.

• If you want to grant a user Group Administrator rights, turn on the  Group Administrator switch. A Group Administrator can manage group users, and create new clients and subgroups. In addition, they can manage licenses for users and manage the connections for the clients in the group.
• If you want to grant a user rights to manage users only for the clients in the group, turn on the  Manage users switch. This permission allows the user to see the Administration pages for the clients in the group. Users with this permission will also automatically get All permissions.
• If you want to grant a user all permissions for all clients in the group, turn on the  All permissions switch. This permission gives the user all Access Permissions in the clients, such as full data access, importing company data, drill-down, etc. without having administrator rights. These users will not be able to see the Administration pages under Settings.

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.

Organize clients and groups in the tree structure

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.

Move client to another group

To move a client to another group;

1. Click the client and drag it to the group header.
2. Select the Move here

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.

Add client to another group

To add a client to another group, while keeping the client in the original group;

1. Click the client and drag it to the group header.
2. Select the Add here

You will now have the client in both groups.

The group users will automatically be added as client users.