- Knowledge Base & Help Center
- Botkeeper Feature User Guide
- User Access Permissions
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FAQs
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Troubleshooting & Support
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Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
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Botkeeper Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
- AutoPush
- Manual Push
- Client & User Management (formerly Portal Manager)
- Documents
- Smart Connect
- Password Manager
- Scoping Tool
- Integrations & Compatibility
- Communication
- Transaction Insights
- Activity Hub
- Bot Review
- JE Automation
- Close Tracker
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
How do I add an existing user to a client?
You can do this in four simple steps.
- Navigate to the Portal Manager module.
- Click on the Users tab.
- Click the Add User button.
- The window shown below will pop up:
- Enter the user(s) email address.
- The Partner field will default with your firm’s name.
- Provide the correct level of access; there are three options:
- Give access to all current clients of your firm name
- Give access to all future clients of your firm name; or
- Select the specific clients you want the invited user(s) to have access to
- Click the Add button.
- Your user will now receive a notification that they have been added to the client; if they have their email or in-app notifications turned on.