Overview

By default, employees in LedgerSync can only see the clients they created themselves. Administrators can manually assign additional clients to employees. The Auto Assign feature automatically assigns all existing and future clients to all employees in one action — eliminating the need to assign clients individually.

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 (existing and future)

How to Enable Auto Assign

1. Log into LedgerSync as an Administrator
2. Go to Tools in the top navigation
3. Select Employee Management (or navigate to the employee settings area)
4. Check the Auto Assign checkbox
5. A confirmation dialog appears — confirm the action
6. All existing clients are immediately assigned to all employees. All future clients added to the firm will also be automatically assigned to all employees going forward

Note: The Auto Assign checkbox is visible to both Administrator and Customer Admin roles. Once enabled, all clients — current and future — are visible to all employees. If you need more granular control, assign clients to specific employees individually instead of using Auto Assign.

Manually Assigning Individual Clients

1. Go to Client Management
2. Click Manage next to the client
3. Select Assign Employee
4. Choose the employee from the list

Need Help?

• How to Add Employees to LedgerSync
• How to Add an Administrator in LedgerSync