We talked previously about Making Money from the Financial Calculators on your accounting firm’s website. Christina Hansen pointed out in her comment to the post, “I would like to have them register, but not charge them. That way I have a lead to followup on. I don’t want to have to monitor the access rights though.”

Of course you wouldn’t have to charge users for the Financial Calculators. As Christina pointed out, not charging for the calculators can be a great way to entice site visitors to register as a lead to follow up on.

The good news for Christina and the rest of our customers is that they will not longer have to monitor access rights on a case by case basis! We have added a new feature that makes that allows any firm admin can set their own default new user access rights.

Any person can add themselves as a user to your accounting firm’s website hosted with CPA Site Solutions, however,  all users must be approved.

Modifying the Access Rights

The approval process is a necessary filter to the process that allows for the client self-registration without the possibility of just anyone using your firm’s portal.

This process has been much improved and simplified.  Firm admins now have via the ability to modify the new user default access rights. (Link is to help file that shows exactly how to set this new feature up.)

This means that if you want every new user to have access to the Financial Calculators and the Tax Organizer but not the Secure File Exchange, you can do that. If you want them to have access only to the Financial Calculators and nothing else, you can do that also.

You will need to login as an admin user to modify the access rights.  This process allows you to modify the access rights of not only client users but internal firm users as well.

The additional new feature of being able to modify both default Client and Firm User Access Rights can save you time. You won’t need to monitor the client registration process as much as previously.

Now when a new user is approved you can leave the account alone. If you know of a user that should have more rights, you can easily modify specific access rights within their individual account.

This is just one of many other new features that we will be covering in upcoming blog posts.  And, if you have any questions about any aspect of our services, please don’t hesitate to contact us.

Finally, watch this blog for news and updates as we continue to refine our services, and keep commenting! We love to hear from our readers and respond to every comment.

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