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IRIS KashFlow Connect – Client Managers

You can create Client Managers in Orbit by going to IRIS KashFlow Connect > Clients > Client Managers. Using this feature you can group clients to specified managers and allow these managers to have their own IRIS KashFlow Connect login. When they log into Orbit they will only see and have access to their own clients.

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Create a new Client Manager

To create a new client manager go to IRIS KashFlow Connect > Clients > Client Manager. From this page click Add New to create your new manager. On the next page enter in the required information.

OrbitAccounts - Clients - Managers

OrbitAccounts - Clients - Client Managers - Edit Manager

 

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