SmartVault recommends that you create a separate vault for each client or Reckon company file and use the Manage Group Membership feature to give access to those users quickly.
The two most common scenarios are:
- Inside your firm with employees
- Outside of your firm with other users, such as your clients
In some instances, if you are a bookkeeper and have more than 100 clients, you may not be able to create a separate vault for each client. You may need to create a file cabinet like the structure of vaults (A-D, E-K, L-R, S-Z) and have a separate folder for each client.
In this case, use the View Access and Notifications feature to explicitly give access to the respective users and their company files.
The one client per vault scenario works best if you have less than 100 Reckon Accounts clients. If you have more than 100 Reckon clients, you will want to create a different structure. However, if you provide full-service bookkeeping services for your client, and your client does not need access to the Reckon company file, you can choose to create one vault for all of your clients that you provide bookkeeping services for and store all of the Reckon company files for your clients in one vault.
Using SmartVault for Reckon Accounts for Your Business
If you're using SmartVault for your business and you have to give employees access to the Reckon Accounts company file in SmartVault, create a separate vault for the company files and provide them with either Vault Manager or Vault Full Access permissions at the vault.
In this example, you could give Vault Full Access to the in-house bookkeeper for the My Reckon Books vault and the Sales Team Vault Full Access to the Sales and Marketing vaults. The HR Manager would have access to the Humans Resources vault.
Using SmartVault for Reckon Partners for Client Bookkeeping
If you're a bookkeeper who services clients, you may want to use this example. You can still use the Vault Manager and Vault Full Access group permissions because each client has their vault.
If you want to give them access to their RA books, you can grant them access to the folder using View Access and Notifications on the Send To Darby folder in this example. They can upload their documents to this folder, and you can process them as you enter their transactions in Reckon Accounts.