You can log into the accountancy portal via accountants.okioki.app.
When you start using OkiOki as an accountant, we first give the office administrator access to the accountancy portal. From then on, this administrator can add other administrators or users via the menu item 'Accountancy users' (See 6. Users of the accountancy portal).
What is the difference between an administrator and a user?
- An administrator has all rights and can therefore view and modify everything in the portal. An administrator can also add other users to the portal.
- A user can only view the data within the group(s) he or she has access to. A user can also create new clients (≠ users), but only for the groups to which he or she has access.
So it's important to communicate well internally about who gets what rights.
Ready for the next step? We tell you what you can find on the dashboard in the accountancy portal.