Manage offices and limit company visibility - Accountants & bookkeepers
To assign one or more offices to a team member, you can do so through the “Members” section of your Partner dashboard. This helps to control which companies a user can see and manage.
How to Assign Offices to a Team Member
- From your Partner dashboard, click on “Members.”
- Select the name of the team member you want to assign to an office. A side window will open.
- In the “Office” menu, select the office(s) you wish to assign to this member. You can also select “Clear All” to give them access to all offices.
- The assigned offices will be visible under the member’s details.
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Note: While assigning a member to an office organizes their view, it doesn’t automatically grant them access to the companies within that office. You must still assign companies individually.
Assigning Companies to a Member
- Click the plus sign (+) located under the member’s name.
- Select the companies you want to add. You can either select them individually or click “Select All” to choose all companies at once.
- If a company can’t be selected, it means the company needs to enable user permissions. The company should be contacted to enable this feature.
- After selecting the companies, click “Add Selected” and then “Confirm” to complete the process. The added companies will then appear under the member’s name.
Using Filters
Once team members are assigned to offices, you can use the “Filter by office” menu in the “Members” section to view specific subgroups of your organization. This allows you to easily see all members assigned to a particular office.
Managing Company Visibility
Assigning a member to an office limits the companies they can view and manage within the firm’s Beyond account. For example, if Thomas is assigned to the “Retail Division” office, he will only be able to view and manage companies associated with that specific division when he logs into Beyond, while a member with access to all offices, such as Kara, would see all companies. This ensures that employees can only access client accounts relevant to their assigned division or location.
Need Help?
If you still have any questions, please don’t hesitate to reach out. Our team will be happy to provide answers and assist you in any way we can.