Auto Assign all clients to all employees

Auto Assign all clients to all employees

Overview

Auto Assign gives every employee in your account access to every client in one step. You turn it on with the Auto Assign checkbox on the Employee Management page.

By default, employees in LedgerSync can only see the clients they created themselves. Administrators can assign more clients to an employee one at a time, or use Auto Assign to assign all clients to all employees at once.

Default Employee Visibility Rules

  • Employees can set up their own clients and view them
  • Administrators can assign any client to any employee at any time
  • Administrators can also remove visibility rights from any employee at any time
  • Administrators can enable Auto Assign to automatically give all employees access to all clients

How to Enable Auto Assign

  1. Log into LedgerSync as an Administrator.
  2. Go to Tools in the top navigation and select Add Employee. You can also open the user menu and select Employees. Both open the Employee Management page.
  3. Check the Auto Assign checkbox.
  4. A Confirm Action dialog appears. Click Yes to confirm.

All existing clients are immediately assigned to all employees. New clients added to your account are normally assigned to all employees automatically too, and employees you add later get access to all clients. If an employee is missing a client, assign it as described under Assigning Clients to One Employee.

To turn Auto Assign off, clear the checkbox and click Yes. Employees keep the clients already assigned to them, but new clients are no longer assigned to everyone automatically.

Note: Only the main account login and administrators can turn Auto Assign on or off. Once it is on, all current clients are visible to all employees, and new clients are normally added for everyone too. If you need more control, assign clients to specific employees instead of using Auto Assign.

Assigning Clients to One Employee

If you prefer to control access per employee rather than using Auto Assign:

  1. Open the Employee Management page (Tools, then Add Employee).
  2. In the employee's row, click Assign Clients.
  3. In the Assign Clients to Employees window, under Select Clients or Groups To Assign, choose the clients to add. Clients the employee already has are already listed.
  4. Click Save.

To remove a client from an employee, open the same window, click the x next to the client's name and click Save.

Need Help?

Contact LedgerSync Support at support@ledgersync.com

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