How Do I Enable Access to Multiple Companies for CPA Jr Role?

The CPA Jr role can have access to multiple companies.

This allows the staff of a CPA to work on multiple clients. It's very easy and convenient for a CPA firm to provide access to only the appropriate clients.

To enable this feature, first add a user with CPA Jr role access:

1. In the user menu on the upper right, click CPA Settings and then click Add Users.
2. Type in the email address of the user you want to add and then select the user role from the Type drop-down box.
3. If you want to grant access to a specific company right now, you can click the company name in the Company drop-down box and then click Add User.
4. When you click Add User, we’ll create a password for the user and send them an email letting them know they can log into Entryless.

To assign access to a company:

1. Click your user name in the top right corner of the Entryless user interface, and then click CPA Settings.
2. The CPA Settings window appears. Click CPA Settings.
3. From the Select CPA Junior drop down menu, select the desired user.
4. In the Available CPA Company List window, select the companies you wish to assign to the user.
5. Click Assign.

Tip: To add multiple companies, you can hold down CTRL (or Command) or SHIFT and click multiple entries. To select them all, click one entry and then press CTRL (Command) + A.

 

Give access to as many companies as you wish! There is no additional charge or number limitation.

More Information:

Multiple User Workflow for Review and Approval