User Access

The user access section allows you to invite one or more users and accountants and assign software access; suspend access and remove a user permanently.

1. Access the settings page.
2. On the Settings page, under the Business Settings heading, click Users.
3. The User Access page appears.
4. A new column labelled Accountant has been released on the User Browse page. It appears as Yes or No based on the details. 
5. Users who also are Accountant can be removed directly from the inline menu dropdown. 
6. Users can be removed directly from the inline menu dropdown. 
7. Through the User Access Page, you can do the following:

Note: A user can be in more than one organisation/practice.

Inviting a User to use BrightBooks

Bright has now consolidated all its products under a single roof, BrightHub. With the consolidation implemented, you can Invite a User under the same. 

1. On the User Access page, click Invite User.
2. You will be redirected to BrightHub which will allow you to Invite a User. You will find the detailed help here.

For Bureau businesses, if you invite an external bureau business, you should be able to do the same through Surf Payroll

Inviting an Accountant

You can provide access to your business to an accountant by inviting. After a successful invitation, the accountant needs to log in to BrightBooks to use the business. To invite an accountant, complete the following steps.

1. Log in to Surf Payroll.
2. On the Business page, click the required business. The Customers page appears.
3. On the left pane, click Settings.
4. On the Settings page, under the Business Settings heading, click Users.
5. On the User Access page, click Invite Accountant.
6. On the Invite Accountant window, enter the accountant's email ID and the accountant's name and surname are automatically populated.
7. Provide access to the accountant, as needed.
8. Click Save. The accountant is added as a user.
9. If you invite a user with an existing email address but not an accountant, then an information message is displayed. "The email address which you have entered does not correspond with the name of an accountant held in our systems. Please contact our customer success team by email at brightbookssuccess@brightsg.com to request to have this accountant added to our database."
10. If you invite a user with a non-existent login, then an information message is displayed. "The email you entered does not exist in BrightBooks. Please try with another email."