The purpose of this post is to explain the function of the multi-user access within Clarity Accounting as well as outlining the four major levels of user access within our online accounting software.

There are 4 different levels of multi-user access built into Clarity Accounting:

1. Administrator (Admin)/ Creator
2. View / Edit only
3. View Only
4. No Access

Multi-user | Access Levels

Administrator / Creator

After users sign up for a user account with Clarity Accounting, they are usually taken to a page that allows them to create a business.  The person who first creates a business is labelled the “Creator”.  The creator will always have full access of the business file.  Unless the users have entered another name and email address as the person responsible for billing inquiries.

Admin users have the same level of access as the creator of the business account.  They have the ability to change payment plans, add or delete business records, and cancel the business account with Clarity Accounting.

View / Edit Only

Users who are given a “View / Edit Only” status will be able to enter records, edit records, view financial statements, and create invoices.  However, users with a View / Edit classification cannot delete entire business files, change billing information, or change users’ access levels.  View/Edit is ideal for giving access to users who will be performing data entry, but don’t need full control over the account.

View Only

Users who are given the “View Only” status will not be able to add, change, or remove any records from the business file.  They are given access to view all the transactions as well as being able to view reports and export them to a PDF / Excel format to print or view.  This access level is recommended for an auditor or advisor who wants to see your financials.

No Access

Users who are labelled as “No Access” will not be able to access the business file.  This option is used to remove users who have been previously given access to the business account but is no longer allowed to view the records on the business file.

How to Add Multi-Users on Clarity Accounting

For detailed instructions on how to add multiple users to your business account, please refer to the help file article: “Adding Multiple Users to Your Business“.

Please do not hesitate to contact us if you have any further questions or comments.

Instructions on how to add multiple users to your business account.

Adding multiple users to our online accounting software is easy.  Here are some step by step instructions:

1. Log in to your account
2. On the left vertical navigation bar, go to the Setup section
3. Click on “Business Profile”
4. On the right hand side of your “Business Profile”, you will see a section that says “Users”, which will show all the email addresses of users that have currently been given access to your business information.  At the bottom of the “Users” section click on “Grant/Revoke Access” link.
   

   Multi User 1

5. An “Access Control” pop-up will occur
6. Enter the email of the person you wish to give access to
7. Select the level of access you wish to give this person by using the drop down arrow
8. Click on the link “Add User”
9. The email address you have entered should show up with their access level
10. Click on the “Done” button
    

    Multi User 2

11. Ask the new user(s) to sign up for an account using the email addresses you have provided
12. Once they signed and verified their email address, they should be able to log in
13. They should see the list of businesses they have access to under the “Navigation” bar by using the drop down icon

Got more questions? No problem! Please feel free to contact us and we will do our best to respond quickly and efficiently.