Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

Request to change how access to new clients is granted to users without full access

Level 1


My boss uses Proconnect and is the Admin account user for our firm. I do not have a full access account user, so every time my boss creates a new client on Proconnect, he has to complete an additional step of granting me access to that new client. We would like to request if it is possible to change this? Could you create a setting we could use so that every time my boss creates a new client, Proconnect automatically grants me access to that new client at the same time?

Thank you!


0 Cheers
2 Comments 2
Level 15
Level 1

Hi, thank you! Yes, that might help, if Proconnect is making an update where this setting is allowed? The article was helpful though because it led to another article that gave steps on how to manage user access. Thank you!