Can I grant my business partner, my bookkeeper and my accountant access to our business accounts within Fusion and is this something I can set-up myself?

This is a common question we get asked from many business owners and the answer is ‘Yes’. Fusion Accounts provides businesses with simultaneous multi-user access. A business can create multiple users within Fusion Accounts. There is no restriction on the numbers of users they can have.

The most important thing to remember is that when you create a new user you must remember to assign them ‘roles’. The ‘roles’ you assign to a user will determine the level of access they have within Fusion Accounts.

Typically businesses grant their business partners and accountants full access to their accounts so they can view financial reports and see how well the business is performing year on year. However not all users will require this level of access so a business can restrict access levels to suit the person viewing the information. For instance a business may decide to grant their sales people access to Fusion. They can provide them with a login that only allows them only to create sales orders and sales invoices. The benefit of granting sales staff the ability to do this is that once the sale has been made they can create their own customer invoices. This reduces the need for double entry of data and will reduce any mistakes being made at the time of creating the invoice, e.g. incorrect product being selected, incorrect quantity being entered.

As Fusion Accounts is web-based it means that users can access the data at any time and from any location. One of the main benefits of using an online accounting system is that no installation of software is required. A user can access the data via an internet connection.

Should you need any help selecting ‘roles’ for your ‘users’ contact our support team!