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Manage users

Controlling who can access your company files and what access they have is vital to keeping your data secure.

As employees leave or change their roles within your business, their access to your data will also need to be changed or removed.

Anyone who needs to access your company file will need a user account, and you can add as many users as you need. When you set up their user account you'll also specify which parts of AccountRight they can access by assigning company file roles. AccountRight comes with an Administrator user account which gives access to all features and functions (you can add additional administrators if you want).

User accounts

A user account is like a key to your company file. It also lets you identify who is accessing your company file and any changes they make. You can create user accounts for whoever you choose, including work colleagues and business advisors - such as your bookkeeper or accountant.

To set up user accounts, you need to be signed in to your company file with the Administrator account, or be a user who has been assigned the Administrator role.

Learn how to:

Company file roles

Roles are used to control access to windows and functions in AccountRight. There are default roles that you can assign to your users, or you can create your own.

To assign roles, you need to be signed in to your company file with the Administrator account, or be a user who has been assigned the Administrator role.

User Access window

Learn about:

Administrator user account

When you created your company file, a user account called Administrator was automatically created. By default, the Administrator user account doesn't have a password assigned (learn how to set a password).

The Administrator user account is automatically assigned the Administrator role which gives access to all features and functions in AccountRight. As such, this role should not be removed from the Administrator user account. Learn more about other ways you can protect your AccountRight company file.

The Administrator user account, or a user assigned the Administrator role, can perform the following:

User management FAQs