How to Create Admin Rights in Your ClientWhys Tax Accounting Lockbox

Posted on January 23, 2012

We have two levels of security and admin rights in the ClientWhys Lockbox.

Check the admin boxes listed below before you click Add Client.

Administrator (Gives employees within your company the ability to add their own clients) *Denoted in red in Client List

Administrator with Access to ALL Clients (Gives employees within your company the ability to view clients assigned to all Reps) - Once they are logged in, they can view all of the other lockboxes. They cannot change passwords or delete files, but they can upload/download files.

Example: If a staff member is helping upload files to a clients lockbox, you may want that staff member to have their own lockbox login that is separate from the master admin. But, you also want them to be able to see and access all of your clients lockboxes. This can be done by creating a new lockbox for that staff member with their own user name and password.

Wendy Claypool
If you are a long-time ClientWhys customer, then Wendy's voice is very familiar to you. And you also know that she loves dogs. Wendy knows what it takes to exceed client expectations and is dedicated to your success. She has a clear understanding of what drives customer satisfaction and does an exceptional job of meeting the needs of our client base.

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