Inviting External Accountants in Sparkrock 365

Information

• Products: Sparkrock 365

• Summary: Inviting external accountants to collaborate in Sparkrock 365 for accounting and financial tasks.

Details

Inviting external accountants to collaborate with your organization in Sparkrock 365 can streamline accounting processes and enhance financial management. External accountants can access relevant data and reports, making it easier to provide financial services. Follow the steps below to invite external accountants:

Resolution

Step 1: Set Up the Accountant Role

1. Access your Sparkrock 365 environment.
2. Navigate to the "User Setup" page.
3. Create a new user profile with the "Accountant" role.

Step 2: Invite the External Accountant

1. On the "User Setup" page, select the "Invite External Accountant" option.
2. Fill in the required information:
   • Name: Enter the accountant's name.
   • Email Address: Provide the accountant's email address.
   • Role: Set the role to "Accountant."

Step 3: Send the Invitation

1. After completing the accountant's information, send the invitation. The accountant will receive an email with instructions on accessing your Sparkrock 365 environment.

Step 4: External Accountant Accepts the Invitation

1. The external accountant will receive an email invitation.
2. In the email, there will be a link to access your Sparkrock 365 environment.
3. The accountant should follow the link and set up their login credentials.

Step 5: Collaborate with the External Accountant

1. Once the external accountant accepts the invitation and logs in, they will have access to areas and data based on their "Accountant" role.
2. Collaboration on financial tasks, reporting, and accounting-related activities can now begin.

Step 6: Manage Permissions (Optional)

1. You can customize the accountant's permissions further by specifying their access to specific pages, reports, or data within Sparkrock 365.

Impact / Risks

Collaborating with external accountants can enhance financial management processes and data accuracy. Be mindful of the accountant's role and permissions to ensure data security.

Workaround

Not applicable.

Related Information

Documentation on Collaborating with External Accountants

Update History

The following are the dates and actions pertinent to the history of this issue. 

Attachment

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