Accounting Firms - Summary of A2X user management

A2X is designed to enable one user to manage many clients and one client to have many users. Below is the summary of A2X's user management.

Natalie Flex avatar
Written by Natalie Flex
Updated over a week ago

This article is to help you set up your A2X accounts correctly, the first time!

Let's start with ONE A2X login to connect all of your Amazon and Shopify client accounts. You can have multiple client accounts connected to one A2X login. We recommend the accounting firm decide who should be the Admin of the A2X accounts before getting started. Then, invite users or team members to your A2X accounts.

Brief summary of Account Admin Privileges

A2X only allows one Admin user for each client account, and by default this is the person who connects A2X to Amazon or Shopify stores in the initial set up process.

  • User invites: Only the admin of the account can invite other Users to the client's accounts (e.g client or other staff who will work on the account).  

  • Switch access levels: Only the admin of the account can switch admin access to another user in the account

  • Close accounts: Only the admin of the account can close the account.

Teams and Account Editor access

Individual logins: Each staff should have their own A2X login so that if they leave, individual email addresses can be removed from A2X 

Teams functionality is available for inviting teams or groups of users to the clients' A2X accounts. 

  • Editor access: Teams and Users will be able to map the accounts, send A2X data to Xero or QuickBooks Online, view inventory reports, make changes to various settings and download reports

  • Subscription management: Any user can subscribe, upgrade, downgrade or cancel the A2X subscription plan

Next Steps

Accounting Firms - Getting Started
A2X on-boarding overview with tips and tricks for Accounting firms  setting up their first A2X account for their Amazon or Shopify client. Read the article HERE for instructions on how to: 

  • Start your Free Trial of A2X for Amazon

  • Start your Free Trial of A2X for Shopify

  • Connect A2X to Amazon or Shopify

  • Connect A2X to QuickBooks Online or Xero

If you have any questions reach out to the support team for more information.

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