Introduction
Within A2X, only the account admin has the authority to grant user access.
The Teams feature allows you to grant same access to the entire team. In contrast to the manual method where the client or A2X admin sends separate invitations for each user for each A2X account, the Teams feature capability empowers you to secure access for multiple users across multiple accounts in a single action.
This guide outlines the process, especially for cases where a user wants to add a team without being the account admin themselves.
Step 1: Go to the Teams Management Page
Start by accessing the Teams management page through the navigation bar:
Click on 'Request to the Account Admin...'
Please note: Only the Team Captain or a Team Admin can send this request.
Step 2: Enter the Client Email Address
Input the email address of the client/user who is the account admin:
Step 3: Sending the Request
Click 'Send Request.'
The request will be sent to the client/user's email.
Note: You'll get a copy of the email sent to the account admin as a confirmation that the request was sent. Important note: Please do not click any buttons within the email, as the links may become deactivated and unusable by the client/account admin.
Step 4: Client's Email Response
The client (account admin) will click 'Grant Access'.
Please note: The pending request will expire after 3 days if access is not granted by the account admin. The Team Captain or a Team Admin can send another request to the account admin once the pending request has expired or become deactivated.
Granting, declining, or clicking "wrong email" in the request all count as an action.
Step 5: Log into A2X
The client logs in and accepts the team request for their account.
The client selects the accounts they want to give the team access to and clicks 'Grant Access.'
Step 6: Confirmation Email Sent
You, as the initiator (Accounting or Bookkeeping firm), will receive a confirmation email.
Step 7: Confirming the Account-Team Link
For Accountants/Bookkeepers, the new team will show up linked to the account. Check by going to Teams, finding the team and viewing the account below it, or by going to the account and seeing the linked team.
We’re here and available via chat to help with any questions you have.
Related articles: