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Adding Firm Users vs. Client Users

Firm users will have access to all Client Accounts unless restricted by Groups or SSO Access Control.

To add additional firm staff to Crunchafi Lease Accounting, please follow the steps in the Knowledge Base article here. 

Firm staff will have access to all Client Accounts unless restricted by Groups or SSO Access Control. 

Groups can be used to narrow which firm staff have access to which client accounts. Firm Administrators always have full access. Groups are added to Crunchafi Lease Accounting and then selected on the Add/Edit Client Account screen.

To add client users, please follow the steps in the Knowledge Base article here.

When adding client users, you can always ensure you are in the correct client account by viewing  the client name on the top right. Users added at the client account will only have access to the client account.