Getting Started with CountingWorks PRO
CountingWorks PRO 3.0
CountingWorks Learning Center
- Automated Newsletter
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Portal Client View
TaxBuzz / CountingWorks
Rackspace Email Set Up
Assigning Admin Rights to Employees
You can give employees within your company admin rights and control access levels within the settings tab in your portal.
Login to your ClientWhys admin at portal.clientwhys.com
Click on the gear settings icon located to the right of your business name.
At the top of the window click on the security icon.
On the Users & Access Levels page click on +Add Another
All Portal admins can have a different role assigned to them, depending on what they need to do.
Enter the admin's name and email address. Flag the checkbox to send a password set-up email to the employee.
Select the Access Level –
Select Main Tab Access -
Click Save Changes.
Admins will need to login at portal.clientwhys.com.
Please feel free to email firstname.lastname@example.org if you need assistance.