Manage Staff

As an administrator of a partner — reseller or tax advisory firm — you manage who works for you in bessa Manager yourself: invite staff, remove them and make them administrators. bessa support no longer needs to be involved.

Where to find your staff

1. In bessa Manager, click the account icon at the top right and select Manage account.

2. In the Staff tile, click Manage.

Only administrators of a partner see the tile. Staff without the administrator role do not see it and cannot reach the page via its direct address either.

The list shows each staff member's name, email, whether they are an administrator, and since when they have been on board.

The reach: a staff member sees all customer accounts

For a tax advisory firm, this means read access to the reports and exports of all connected clients and editing their chart of accounts. For a reseller: full reseller access to all assigned customer accounts.

One personal access per staff member

Invite every person with their own email address. We advise against shared access — such as an address like office@ used by the whole team:

• Traceability: the customer account's Audit Log shows the person behind every change. With shared access, it is no longer possible to tell who acted.

• Revoke individually: when someone leaves your company, you remove exactly that access — immediately, and without everyone else needing a new password. A shared password stays known to the person after they leave.

• Responsibility: your company is responsible for damage caused through access that was passed on or shared. With personal access, an incident can be attributed to a person.

Do not pass passwords on, not even temporarily. If someone needs access, invite them — it only takes a moment.

Invite a staff member

1. Click Invite staff member.

2. Enter First name, Last name and Email.

3. If the person should manage staff themselves, switch on Invite as administrator.

4. Confirm the note that the person will gain access to all connected customer accounts.

5. Click Invite.

The person receives an email to set their password. What they do next is described under Accept an Invitation. If you invite someone who is already a staff member, bessa sends the invitation again — the message then reads Invitation re-sent.

Remove a staff member

1. Click Remove in the staff member's row.

2. Confirm with Remove.

Access to all customer accounts ends immediately. The person's bessa access remains but is no longer linked to any customer account. You cannot remove yourself.

Administrators

Administrators invite staff, remove them and grant or revoke the administrator role. To change the role:

1. Click Edit in the staff member's row.

2. Switch Invite as administrator on or off.

3. Click Save.

Keep at least two administrators. If your only administrator leaves, nobody can manage staff any more and you need bessa support. That is why the last administrator cannot revoke their own role.

Whoever created a firm on bessa through a customer's invitation is automatically its first administrator.

Common Errors