new user - access to add new external clients

Problem reported by Claire Kennedy 10 years ago


I have added a new user to clearbooks as I would like my admin manager to be able to add external clients to my ClearBooks database so we can start using the reminders more effectively. When she logs in she does not seem to have this facility. Please can you tell me what I need to change.

Many thanks


5 Replies

Hi there I have changed the user but Sue still only has access to input in my own books not to the partners area so she can manage my client deadlines. My company is CL Finance Associates LLP.



Hi Claire,

The reason Sue is unable to view the Partners module is due to her not being marked as an Accountant. If you would like to give Sue access to the Partners module please could you let me know so by sending in a ticket.



Hi Claire,

This sounds like she does not have the necessary permissions set up. For this please go to Users > Manage Roles and enable this option from the list. If this still doesn't work, please can you give me the account name and I will look into it for you?

Many Thanks


Hi I have checked and she seems to have full access rights. The account name is CL Finance Associates LLP and her user name is Sue Moss. Many thanks claire

Hi Claire,

I have just looked into the roles within Home > Users and it seems Sue is currently set up as a user. In order to be able to add new external clients she will need to be set up as an admin.

Many thanks,


Reply to this problem

Attach images by dragging and dropping or upload

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are