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Company file to accoutant

DianeBBB

Hi,

I have AccountRight Premier and have 2 company files.

I only want to give the accountant access to 1 company file without access to the other file.

Does inviting my accountant to my online file as adviser without the administrator option achieve this?

Thank you

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Accepted answers

DianeBBB

Hi Genreve,

Thank you for replying to my question.

All comments

DianeBBB

Hi Genreve,

Thank you for replying to my question.

Genreve_S

Hi @DianeBBB,

Thank you for bringing your concern to the forum.

I understand your need to ensure that only the specific data file is accessed by your accountant. Generally, each file access invitation is unique to each file. This means that when you invite an accountant to a file, they won't automatically gain access to all your files. I would also advise against inviting other users as online admins unless they are involved in approving bank feed applications or Single Touch Payroll (STP) management tasks.

If you need further clarification or assistance, please don't hesitate to reach out.

If my response has answered your inquiry, please click "Accept as Solution" to assist other users find this information.

Thanks,
Genreve