Crunchafi

How do I add firm users?

Firm Administrators can add users to Crunchafi Lease Accounting by navigating to the Users tab on the Firm Account Screen, clicking the green Invite button (unless using SSO), entering the user's email, name, and selecting a role (Firm Administrator, Firm User, or Firm Read Only), then sending an invitation email for account verification and password creation.

From the Firm Account Screen, users can be added to Crunchafi Lease Accounting by Firm Administrators. The firm name is shown in the upper right corner.

Steps to Add Firm Users

  1. 1.Navigate to the Users tab.
  2. 2.Click the green Invite button.
    • Note: Firms using SSO will need to contact their IT Department to add additional users. The green Invite button will not be shown for SSO users.
  3. 3.Enter the following information:
    • Email address
    • First Name
    • Last Name
    • Select a Role:
      1. 1.Firm Administrator: User has all permissions at both the Firm level and Client Level.
      2. 2.Firm User: User is read only at the Firm level. User has all permissions (i.e., Client Administrator Role) at the Client level.
      3. 3.Firm Read Only: User is read only at the Firm level and Client level.
  4. 4.Click Invite.
  5. 5.The user will receive an email to verify their account and create a password.

More information about permissions for each role is available. For a list of permissions for different roles at the Client Account level, see the FASB / IFRS or GASB Help Guidance.

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