Who can create new clients and accounts?

New clients can be created by any member of staff of the practice. The business owner may also add their business to BrightBooks and then allow their accountant to use the same business in Bright AP.

Prerequisites

To create new clients and accounts, the staff member must have been assigned the permission to do so. To assign access rights, select Staff from the left panel. To the right of the staff members name, a drop down arrow will appear with the following options, Practice Permissions, Staff Permissions, Client Access, Remove Staff and Close Staff. Choose ‘Practice Permissions’. The relevant options can be selected from here.

Steps to assign permissions

1. On the Clients and Accounts page, select Staff.
2. Select the drop down arrow to the right of the staff members’ name, choose Practice Permissions.
3. Tick the relevant options, you now have access to create Clients and Accounts.

Creating a new Client and Account

1. On the Clients and Accounts page, click Add Client.
2. The New Client page appears. Enter appropriate details.
3. To create the client and the dataset, click Save.

If you exceed adding the number of clients which you are registered for, click Go to BrightHub.
You will be redirected to BrightHub Members page from where you can manage your account and 
registration details. Bright has now consolidated all its products under a single roof, 
BrightHub. You will find the detailed help here.