Prerequisites
To add clients under the agency you need:
Access to the agency module in Catacloud
Access to the clients you want to add
Doesn't your company have the agency module activated yet? Contact [email protected] and we'll help you set this up.
How to add a client
Go to the Agency module in Catacloud.
Select Agency clients.
Click Add client to agency and search for the company you want to add.
Confirm your choice.
Managing access for agency members
Once the client has been added, you can decide which agency members should have access to that company – and at what level.
The following access levels are available:
Administrator – full access
Accountant – access tailored to accounting work
Member – limited access
No access – the member does not see the company
For a detailed walkthrough of how to grant access via an access group, see the article Roles, auditor access and access groups.
Need help?
If the agency module isn't available for your company, or you run into problems, contact us at [email protected].