Access for an External Bookkeeper or Accountant
- Arna María Ólafsdóttir (Unlicensed)
Included in the subscription is free access for an external bookkeeper or accountant. To create the account, follow the instructions in the video below.
In order to be able to send the access to an external bookkeeper or accountant, you have to start by configuring e-mails from the system, see instructions here: Set up Email in Business Central
Permission Settings
An external bookkeeper or accountant automatically receives the following authorizations into the system. The desired permissions must be added to the user.
AUTOMATE - EXEC |
D365 BUS FULL ACCESS |
D365 READ |
EDIT IN EXCEL - VIEW |
EXPORT REPORT EXCEL |
LOCAL |
Each set of permissions needs to be carefully considered before defining it for a user. You can define permissions to different companies. If an employee is to handle wages in company A but not in company B, you can define this by selecting Company in the source line.
A SUPER user has permissions to everything in the system. It is not desirable that all users have SUPER privileges. You can choose from permission sets for each user on the user panel.