User access levels

The user access levels you create dictate which features people can access.

From the Administration menu, choose Practice settings > User access levels.

The following user access levels are created for you. You can't delete the default user access levels, but you can add, edit or delete new ones from this page.

Option Administrator Standard Limited None

Administrator

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Back up data

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Restore data ü û û û
Add / Edit users ü û û û
Delete users ü û û û
Allocate companies to users ü ü û û
Add company ü ü û û
Edit company ü ü ü û
Delete company ü ü û û
Add period of account ü ü û û
Edit period of account ü ü ü û
Delete period of account ü ü û û
Tag computation ü ü û û
File online ü ü û û
View all clients ü ü û û
Work off / online ü ü û û
Run carry forward ü ü û û
Lock company ü ü û û
  1. From the menu, choose Administration > Practice settings > User access levels. The User access level page appears.
  2. Click Add. The Add new access level page appears.
  3. Type in the Access level name, and then select the features available to that access level by ticking the relevant boxes.
  4. Click Save.
  1. From the menu, choose Administration > Practice settings > User access levels. The User access level page appears.
  2. Select the user access level you want to change and click Edit. The User access level details page appears.
  3. Make your changes, and click Save when you're finished. All of the users who are assigned to that user access level will be affected by the changes you have made.
  1. From the menu, choose Administration > Practice settings > User access levels. The Select user access level page appears.
  2. Select the user access level you want to change and click Delete. If there are users assigned to this user access level, you will need to open the user's details and assign them a new user access level.