Client adding me as there staff to look over records

Louise Martin
Louise Martin Member Posts: 4
edited April 2020 in Reckon One
Hi my client has added me as a staff member, but there is no  information when i click on my name. how do i gain access to the  the information please

Comments

  • Sophia Butler
    Sophia Butler Member Posts: 3
    edited April 2020
    Hi there, I believe they need to add you as a Superuser as follows:
    Go to Settings, General, Roles, and select Superuser. Here they can select all the areas you can access (eg Day to Day, Banking, Reporting. The other selection is Contacts which you wouldn't need access to). Staff selection is the incorrect one to select as it's limited. 
  • Louise Martin
    Louise Martin Member Posts: 4
    edited April 2020
    Thank you  for your reply Have it all sorted now