This article explains who can manage multiple users, how to add and manage users, what permissions you can give, how to resend or cancel invitations, and how to remove user access.
If you are an Accountant Partner with special pricing or a Franchisor, you can add and manage multiple users with permissions to one or more of your client companies.
Who can manage multiple users
Managing multiple users is available to Accountant Partners with special pricing and Franchisors. For more information about adding your client companies, see Managing Your Clients in Patriot Software.
If you are not a Partner and are a direct customer of Patriot, see Adding and Managing Multiple Users in Patriot instead.
How to add and manage multiple users as a Partner
Go to Settings > User Settings > Manage Users.
Click Add New.
Enter the user's email address.
Check the box This user is an employee of my firm to indicate your staff members. This lets your employees contact Patriot support and receive information on the account.
Select the companies this user will have permission to access. You can select one, some, or all of your clients, plus your own firm. If you have multiple clients, you can add or remove permissions in bulk.
Click Invite User.
Patriot will send an invitation for the user to register. Invitations are valid for seven days, after which they expire automatically. You can resend the invitation if needed.
•After you send the invitation, you return to the Manage Users page.
•The user's status stays Pending until they complete the signup process.
What the new user sees
The user receives an email from [email protected], or [email protected] with the subject line Welcome to Patriot Software!
In the email, the user clicks the link to finish registration.
On the registration page, the user enters their first and last name and selects a username, password, and MFA, or uses their existing Patriot login credentials if they already have one. For more information, see Multiple Company Account Access and Setting Up Multi-Factor Authentication.
Once registration is complete, the user can log in and access only the companies you gave them access to administer.
•If the user has access to more than one company, a company switcher appears at the top of the page, showing only the companies they can access. If the user has access to only one company, there is no switcher and they are logged in to that company automatically.
Permissions you can give to new users
You can allow or restrict certain pages based on the permissions you give a new user. You can set the same permission type for all companies or a different type for each company.
Manage Company Info: edit company information.
Payment Settings: edit billing and bank account information and direct deposit settings.
Manage Companies: create new companies under the umbrella.
Manage Users: create new users and give them permissions.
Partner Center: manage Partner Program functions.
Payroll: you can grant Full Access for All Payroll or View Payroll Reports.
Accounting Premium: you can grant Sales & Customer Management, Payables & Vendor Management, Edit Vendor Bills, Delete Vendor Bills/Payments, Financial Tasks, or Receipts/Documents.
Contractors/Vendors 1099: you can grant Create/View/Print 1099/1096.
A few restrictions apply when more than one user works on the same page at the same time, such as running a payroll or editing information. This safety feature locks out a user until the first user finishes the task. The locked-out user sees a message that the page is currently in use.
How to resend or cancel a user invitation
While a user's invitation is still pending, you can resend or cancel it.
Go to Settings > User Settings > Manage Users.
Click Edit at the end of the user's row.
At the top of the page, click either Resend Invite or Cancel Invite.
If you cancel an invitation, the link in the user's email becomes invalid, the user cannot sign up, and the user is removed from your Manage Users list.
How to remove user access
Go to Settings > User Settings > Manage Users.
Click the Edit icon at the end of the user's row.
Under the Status dropdown, change Active to Inactive.
Click Update User Access.
You can use the Show Inactives switch at the top of the list to include or exclude users who no longer have access.