Adding an Accountant

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KBAS
KBAS Member Posts: 2

My system does not behave as per videos or User Guide when it comes to trying to give my Accountant limited access. When I open "USERS", the only option that comes up is "Staff". There is no option to nominate a New User and to initiate obtaining a Reckon ID for them. Is my software obsolete?

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  • Rav
    Rav Administrator, Reckon Staff Posts: 16,032 Community Manager Community Manager
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    If you're looking to provide your accountant with access to your Reckon One book you need to SHARE it with them rather than adding them as a staff member via the Staff functionality (page 4 of the user guide).


    There is no option to nominate a New User and to initiate obtaining a Reckon ID for them.

    The user who you are sharing the file TO requires their own Reckon Portal account and they can create one by simply registering at https://portal.reckon.com/. You won't be able to create an account for them.


    I'll link a video guide below on how to share your Reckon One book with non-staff members eg. accountants, Partners etc.


    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • KBAS
    KBAS Member Posts: 2
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    Thanks Rav. The method worked perfectly