Catacloud Servicedesk

How the agency model works in Catacloud: adding clients under your agency agreement, invoicing, giving employees access to clients, and getting new clients started.

Getting started as an accounting agency in Catacloud

How to add client companies under your agency in Catacloud, move a client from another agency, and control which agency members have access to the various companies.

How to add clients to an agency

How to add a new company from the menu in the top right corner – look it up in Brønnøysund, accept the user agreement, and place the client under the…

How do I create a new company (new client) in Catacloud?

How to invite an employee to the agency and decide which clients they work in – under Agency → Access control.

Giving employees access to clients in the agency

How to read the list under Agency → Agency clients, filter by bank integration, EHF and my clients, and download the client list with org. no. as Excel, CSV or…

Agency clients – overview, filtering and exporting the client list

Explains what you find in the dropdown menu at the top right: New company, Settings, Sign out, invitations and the client list with notification counts.

The user menu – switching clients and understanding notification counts

Florence C.L.H. Kröger-Smedmann

Add clients, control who in your firm sees what, and choose who gets invoiced.

Accounting firms and clients

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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