Adding Firm Users vs Client Users
The article explains that firm users in Crunchafi Lease Accounting have access to all client accounts with permissions controlled by roles, groups, and SSO restrictions, while client users have permissions limited to their specific client account, with detailed instructions provided for adding each type of user.
Adding Firm Users vs. Client Users
Firm users will have access to all Client Accounts unless restricted by Groups or SSO Access Control
Firm Users
Firm staff have access to client accounts, but their permissions are controlled by their role and other restrictions (e.g., Groups or SSO Access Control). For example, Firm Administrators have full permissions at the firm and client account level, while Firm Users have read-only permissions at the firm level and full Administrator permissions at the client level.
To add new firm staff to Crunchafi Lease Accounting, follow the steps in the following article: Adding New Firm Users.
Groups can be used to narrow which firm-level users have access to which client accounts. Groups are added to Crunchafi Lease Accounting and then assigned from the Add/Edit Client Account screen. For more information about firm groups, click here.
Client Users
Client users only have permissions for the specific client account under which they are created. For example, Administrators under a client account have full permissions to add other users, configure policies, add reporting entities, and set up email alerts.
To ensure you are adding a user under the correct client account, confirm the client name displayed in the top right corner.
To add client users, follow the steps in the following article: Add New Client Users.
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