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I'm an Accountant - How do I set permissions for my clients within their ZipBooks account?

Getting started with client permissions

Written by Karin

On your main account page, under My Practice, choose the Client Defaults option. This brings you to a permissions screen, where you can select which permissions you want your clients to have by default, when you create a new client. It can always be customized if certain clients require more or fewer permissions, but the default will populate when you create a new client.

You can also set client account default selections there as well.

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