Granting Permissions to Client Employees to Access files from the Accounting Office

A client may grant permission to an employee to access files that have been uploaded to or from the Accounting Office.

Granting permissions to Client Employees 

1. Select Management>Employees from the left menu. 
2. Click on the Edit icon for the employee who needs access to the uploaded or downloaded file(s) to/from the Accounting Office. This will open the Employee Profile page.
3. Scroll to the bottom of the selected Employee Profile page and check the desired boxes:
   • Allow access to selected files uploaded to the Accounting Office.
   • Allow access to selected files sent from the Accounting Office.
4. Click on the Submit button.

Sharing a file uploaded from the Accounting Office

After a file has been uploaded to the client, the file can be shared with an employee.

1. Select Download Files from the dashboard.
2. Click on the Title for the desired file.
3. Select the employee name(s) from the Allow access of this file to: field.
4. Click the green Submit button. The files will be available upon login to the employee portal.