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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

Karin avatar
Written by Karin
Updated over 4 years ago

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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