If you’re an accounting firm managing a portfolio of clients across a team of users, we recommend assigning user roles to control client assignment and user management.

Settle currently offers 6 roles for client AP management: Admin, Payer, Viewer, Approver, Clerk and Client only for teams with Pro, Premium, or Enterprise subscriptions. Client only is a special role created specifically for accounting firms to be able to assign users to specific clients and assign user roles for each client, while restricting the users’ access to the firm’s AP. If you would like to restrict the user access to your firms AP, go to Settings ➡️ Team and select Client only.

Once you select the user’s role at your firm, you can then assign the user clients. When you are assigning a user to a client, you will be asked to set a role for each assignment. A user can be assigned a separate role for each client. Settle currently offers 5 roles for each client AP management: Admin, Payer, Viewer, Approver, and Clerk for teams with Pro, Premium, or Enterprise subscriptions.

For example: You may invite a new accountant to your firm with the client-only role, which will allow you to manage their client assignments while restricting the user’s access to your firms AP. When you assign that user three clients, you will be asked to select a specific role for each client. The user can be assigned Payer for Client A, Admin for Client B, and Clerk for Client C.