Auto Assign all clients to all employees

By default Ledgersync allows you to create employees, 

These are the rules for employee visibility

- Employees can set up their own clients and view them

- Administrators can assign clients to other employees in the firm that they create or that other employees can create

- Administrators can take away visibility rights at any time from anyone

- Administrators can  enable the Auto assign and that will automatically assign all clients to all employees

• Related Articles

• How to add employees to Ledgersync (Video)

  Ledgersync allows you to add as many employees as you want to the product How? Go the "Tools" Tab and add either an employee as 1) Employee - Can only see their client data and add their clients 2) Administrator- Can see all clients and can add other ...

• Four Methods To Inviting a Client To Add Banks Via Ledgersync

  Asking clients to connect to a new app especially when it comes to banking data can be a bit tricky. As such @ Ledgersync we are coming up with technology and best practices to make it easier for your practice to add clients to Ledgersync. There are ...

• Grouping of Clients.

  Let’s say you want to group clients into sections so it's easier to manage and view the clients. There is a Ledgersync function called "Firm/Grouping". We are releasing this future in Phases Phase 1 Why use this function? - You want to split up the ...

• Signed Up My Client But They Are Not Adding In Their Bank Connections?

  Like all products getting clients to work with accountant tools is not easy and is challenging. Here are a few tips 1- Please let the client know about Ledgersync. It's only normal that if a client receives an invitation to a product that they are ...

• Can Admin share their personal Ledgersync "client" account with employees?

  Every Ledgersync Administrator has a free internal/personal account. Can this Ledgersync client account be shared with other employees? Essentially when an administrator signs up to Ledgersync you get a free administrator Ledgersync account that only ...