Bright has now consolidated all its products under a single roof, BrightHub. With the BrightHub consolidation implemented, Staff can be now added from BrightHub.
Adding Staff
To add staff follow the steps given below:
- Login to BrightAccountsProduction.
- Select Staff from the left panel of the Clients and Accounts screen. Note that to access Staff details, you should not have any client data open. If a client's name is displaying in the top right corner you will not be able to access ‘Staff’. To close out of client data simply click on the client's name from the top right.
- Click Manage Staff.
- You will be redirected to BrightHub Members page from where you can add a new Staff.
You will find the detailed help here.
Note: A user can be in more than one organisation/practice.
Editing Staff Permissions
Staff permissions can be edited at any stage. To edit staff permissions browse to the Staff module, select the drop-down to the right of the staff member's name and choose the relevant option, Practice Permissions, Staff Permissions, Client Access, Remove Staff, Close Staff.
Practice Permissions
To edit the access a member has within the practice choose Practice Permissions. The following permissions can be applied;
- Log in to Practice Portal
- View Practice Businesses
- View Practice Staff
- Add Practice Staff
- Edit Practice Staff
- Delete Practice Staff
- Add new Practice Business
- Remove Practice Business
- View Payment Details
Staff Permissions
To amend staff permissions choose ‘Staff Permissions’ from the drop-down. The following permissions can be applied to give or restrict the staff member from using the following modules;
- Bank Reconciliations
- Chart of Accounts
- Compliance Database
- Consolidation
- Currency Gain
- Customer Setup
- Customer/Supplier/Payee
- Fixed Asset Register
- Invoices
- Journals
- Nominal Reporting Groups
- Payments
- Produce Pages
- Reports
- Set of Accounts
- Settings
- Stock Control
- Time & Expense
- Vat Returns
Some of the above modules will not be applicable in an Accounts Production-only business. The following permissions will only be applicable if the business is also a BrightBooks business. If the business is not a BrightBooks business the following modules will not appear on the businesses menu:
- Bank Reconciliations
- Currency Gain
- Customer Setup
- Invoices
- Payments
- Stock Control
- Time & Expense
- Vat Returns
To modify access, expand the module's drop-down and tick/untick as applicable.
Ignore Period Locks
A new staff permission Ignore Period Locks is introduced under Settings. This permission is applicable for Organisation users only. If this permission is selected, the user will be able to post journals only for the current year multiple-line journals and the respective dataset should not be a closed one.
Client Access
To modify the business/ clients that the staff member has access to select ‘Client Access’ from the drop-down to the right. The list of businesses in the practice will be displayed, simply tick or untick the businesses that you want the staff member to have access to, or be prevented from accessing.
When completed, select Save.
Remove Staff
To remove a staff member from the list of staff select ‘Remove’. Staff can only be removed if they have not posted transactions, produced accounts or any other report. Once removed this staff member will no longer have access to BrightAccountsProduction.
Close Staff
If you do not want to remove a staff member but no longer want that person to have access to BrightAccountsProduction, you can close the staff member. This will prevent the user from accessing the practices of businesses.