Crunchafi

Access Controls - CPA Firms

The article details how CPA firms using Crunchafi Lease Accounting can manage user access by navigating the Users tab to edit roles—Firm Administrator, Firm User, and Firm Read Only—with varying permissions, enable or disable accounts, and control client account access by assigning specific users or groups to view particular client accounts.

Access Controls for CPA Firms

This article explains how to control the access levels of Firm Users in Crunchafi Lease Accounting.

Managing User Access Levels

  1. 1.

    Navigate to the Users Tab

    • After logging in, click on the Users tab at the top of the screen.
    • This displays a list of enabled users for the firm.
  2. 2.

    Edit User Access

    • On the Users page, you can change a user's level of access by clicking on the pencil icon on the far right of the screen.
    • This opens a window where you can:
      • Change the user's name
      • Change their role
      • Enable or disable their account
  3. 3.

    User Roles and Permissions

    • Firm Administrator:
      • Can make changes to any setting in the account
      • Can enable/disable users, invite new users, and add new client accounts
    • Firm User:
      • Has read-only access to all firm-related account changes
      • Cannot create new client accounts or make changes to firm users
      • Can make administrator changes to client accounts they have access to
    • Firm Read Only:
      • Has read-only access to both firm-level and client account-level activities
      • Cannot make changes to leases, client accounts, or users beyond their own account
  4. 4.

    Disabling Users

    • Changing a user's status to Disabled blocks all access to Crunchafi Lease Accounting for that user and removes them from the list of users.
    • Disabled users can be found by checking the appropriate filter in the top left of the Users tab.

Managing Client Account Access

  • Firm Administrators can change which Firm users can view specific client accounts by clicking on the pencil icon at the far right of the Client Account tab.
  • Clicking on Custom allows you to delegate access to only the specified users or groups. This blocks access to the client account for any other Firm Users or Firm Read Only roles not in the list.