What Can an Accountant User Do?

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Stevie
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Overview

This role is best suited for individuals responsible for financial management and reporting, with full access to marketplace features, agents, reports, and settings related to company profile, online payments, regional settings, billing and plan, action logs, and legal. However, they have restrictions on certain dashboard actions, inventory management, customer information, schedule management, selling online, integrations, and settings such as users, taxes and fees, and emails.

Tip: Click here to see an overview of all User access roles. 

 

Accountant User Feature Access Details

  • Dashboard: view Performance
  • Dashboard: view Bookings
  • Dashboard: view Actions Required
  • Marketplace: full access
  • Orders: Read-only view of Orders
  • Agents: full access
  • Reports: full access
  • Settings > Company Profile: full access
  • Settings > Online Payments: full access
  • Settings > Regional Settings: full access
  • Settings > Billing & Plan: full access
  • Settings > Action Logs: full access
  • Settings > Legal: full access

 Note: Recent changes to access details are highlighted above.

 

Accountant User Feature Restriction Details

  • Dashboard: Recent Actions
  • Inventory: all menu items
  • Customers
  • Schedule: all menu items
  • Sell Online: all menu items
  • Integrations: all menu items
  • Settings > Users
  • Settings > Taxes and Fees
  • Settings > Emails

 

Other User Options 

The following options can be set independently of the access role.

Order notifications - If checked, this user will receive all new order notifications by email. This includes Online and Agent orders, but does not include new orders created manually.

Internal Order notifications - If checked, this user will receive an email notification every time a new order is manually created.

View Company Notifications - If checked, this user will able to view all the notifications of the company.

Send and receive messages - If checked, this user will able to send and receive messages from other users of the same company as well as from other companies too.

Visible on company profile - If checked, this user will be visible on your profile page.

Receive Weekly Report Emails - If checked, this user will receive each week the weekly report by email.

Receive Abandoned Cart Emails - If checked, this user will receive an email every time a customer abandons their online shopping cart

Receive Bounced Notification Emails - If checked, this user will receive an email every time a customer email bounces.

Rates Notifications - If checked, this user will receive an email every time a reseller requests a negotiated rate.

Prevent Overbooking -Tick this box if you want to prevent this user from overbooking sessions.

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