Accountant Dashboard user types
Firm Administrator (Admin): The Firm Admin is the primary individual within the accounting firm that created the Accountant Dashboard account. They have full permission to all Accountant Dashboard actions and are responsible for adding and maintaining any additional Firm Members. The Firm Admin is the only role that can view and edit firm details.
Additional User Types
- Firm Co-Admin: An Accountant Dashboard user with admin permissions to manage users within the firm
- Firm Member: An Accountant Dashboard user that can only access their own Bluevine account and any Accountant Dashboard-linked clients that have added them as an Accountant user. A Firm Member does not have permissions to manage users or edit/delete clients.
Accountant Dashboard Roles & Permissions1
|
Action |
Firm Admin |
Firm Co-Admin |
Firm Member |
|
Invite client |
X |
X |
X |
|
View client balance and access to associated client accounts |
X |
X |
X |
|
Access and edit Sign in & Security info |
X |
X |
X |
|
View and download check images, bank statements, account reports |
X |
X |
X |
|
View list of active and invited clients associated with the firm |
X |
X |
|
|
View list of firm users |
X |
X |
|
|
Remove clients |
X |
X |
|
|
Edit client access |
X |
X |
|
|
Edit firm user details, access rights, and remove firm users |
X |
X |
|
|
Request client access for firm users |
X |
X |
|
|
Invite additional accountant users |
X |
X |
|
|
Access and edit firm details |
X |
1 This chart provides a general overview of Accountant Dashboard permissions. Accountant Dashboard users are wholly responsible for the use of Account Dashboard according to its terms and conditions. Bluevine and its partners are not responsible for any action or activity taken by an Accountant Dashboard user. The Firm Admin or Co-Admin is responsible for terminating any firm user access using the Account Access feature. Bluevine may continue to recognize a firm user’s authority until Bluevine has received and has had a reasonable time to act upon and process an access termination request.