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 the admin has access to use for personal use (like adding in their own bank accounts). The intention and by design is for the admin to use and can’t be shared to any employee for security purposes. In the event you the admin want to share access there are two options
1- Create a new Ledgersync client account and add in all your banks there. Basically your create a "client" in Ledgersync and connect all the admin bank accounts there. This way the "client" account can be shared to other employees.
2 - The data can be pushed to Dropbox, Google Drive, Box.com etc.. and the statements can be pushed there too. So in short the admin access gives the admin one private Ledgersync Account that only the admin has access to and this is by design for security and privacy. Creating a new client and adding the banks there or pushing the data outside of Ledgersync is the only option to sharing admin banks with employees. In this manner the admin is making a conscience and deliberate action to share data.
Related Articles
How To Add My First Ledgersync Client?
Awesome.. you have signed up to Ledgersync and now it's time to add your first client Follow the following steps to add your first client to Ledgersync 1- Click on the Red Button towards the top left "Add Client" 2) Enter in all the info on the form. ...
Working with Client Rules
Working with Client Rules *The following information is based on the idea that you have already connected a few of your Ledgersync clients to QuickBooks Online and gone through the initial setup of the integration. Below are the instruction on how to ...
Pre-selecting banks for the client
We now make it even easier for a client to connect a bank. How? If you know your clients needs to add Bank A,B,C to Ledgersync you can pre-select the bank for them and they will no longer need to search for the bank as you have pre-selected the banks ...
Signed Up My Client But They Are Not Adding In Their Bank Connections?
Like all products get 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 ...
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 ...