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How can I add and change responsible users for a client?

One user can be assigned per client. This user will receive e-mail notifications when the status of an invoice/batch changes to "verify" or "exported".

Content

Assign or change users to their allotted clients

Select the "Clients" screen in the main menu and then the desired client. In the clients-screen in the "General" tab under "Accounting", select the relevant user in the "Responsible user" field. If you do not want to enter a user, select "No bookkeeper". Then click on "Save". 

What does it mean to be the responsible user?

As the responsible user of a client, you will receive e-mail notifications as soon as documents from this client change to the ‘Confirm’ or ‘Exported’ status. This setting should not be confused with users with client rights. These only have the rights to view and edit invoices for this client, but will not receive any notifications unless they have been configured in the account settings.

How do I receive notifications?

The email notification is sent by no-reply@kanzlei-portal.com.

Can I also filter by the responsible user?

Among many other filtering options, there is also the possibility to filter by the responsible user in most screens. You can find more information on this filter option in How can I filter or adapt the screens?.