As a partner, it's likely that there will be other members of your team who will be helping you manage and support your clients in different ways, such as onboarding clients, assisting them with processing invoices, managing their accounts - and, of course, selling iCompleat in the first place! iCompleat offers three types of users to help you create that perfect team:

• The sales user
• The implementation user
• The bookkeeper

You can add these types of users from your main partner company that you were assigned when you joined as a partner. This is the company that appears in green when you're signed into it in the top-right of iCompleat.

This guide explains what each of the user types offers, and how you can set them up within your main partner company.

Adding sales users

Of course, you need a team to show off iCompleat to your clients. This is where sales users come in. A sales user has access to a demo set in iCompleat where they can generate demo invoices, invoices, process them, and generally flaunt iCompleat's many brilliant features to their full potential. A demo set is simply a company in your partner account that's automatically populated with sample data like tax codes, supplier codes, and all the good stuff that makes iCompleat tick.

When you create a new demo set, you assign a sales user to it. You're free to create as many demo sets as you like so that each member of your sales team can customise their own demo set and show off iCompleat in their own unique way.

To create a new demo set with a sales user, follow these steps.

1. On the homepage, hover over over your company in the top-right, and select Create new demo set.
2. Enter a Company name.

   This could be the name of the sales user, or a dummy company name for demo purposes.

   A new demo e-invoicing email address is created. This is the email address your new sales user will use to send invoices into the system.

   

3. Enter the First name, Last name, and Email address of the new sales user.
4. Select Create.
5. A notification appears confirming that your new demo set has been created and the sales user has been notified.

That's it! Your new sales user will receive an email letting them know their demo set has been set up, with a link to follow so that they can activate their account and get started.

Now, let's add build an implementation team so that your clients have plenty of support.

Adding implementation users

If other members of your team will be onboarding and support your clients, you can add them as implementation users. This gives them access to Client management, where they can log in as a cient to explore their company and troubleshoot issues. It also gives them access to your Co-branding setup.

To add an implementation user, follow these steps.

1. On the homepage, select Configuration.
2. Select Manage users.
3. Select Add user.
4. Enter the user's First name and Last name.
5. Enter the user's Email address, and their Role in your company.
6. Select the default Language iCompleat will use for the user.
7. Go to the User Access tab, and switch on the Administrator toggle.
8. Go to the Global Permissions tab, and switch on the relevant toggles to give the implementation user access to extra iCompleat features.
9. Select Add user.

Great job. The new implementation user will receive an email invitation, with a link to follow so that they can activate their account.

Nearly there! The third and final type of user you might need is a bookkeeper.

Adding bookkeepers

You can add members of your team as bookkeepers so that they can log in as clients to manage their accounts on their behalf. This includes placing orders, processing invoices, accessing client reports, managing client suppliers, and creating invoice packs. When a bookkeeper logs in to iCompleat, instead of the normal homepage, they'll see a list of clients, with the option to log in and manage their account.

To add a bookkeeper, follow these steps.

1. On the homepage, select Configuration.
2. Select Manage users.
3. Select Add user.
4. Enter the user's First name and Last name.
5. Enter the user's Email address, and their Role in your company.
6. Select the default Language iCompleat will use for the user.
7. Go the the User access tab, and switch on the Bookkeeper permission.

   A bookkeeper can't have the administrator permission at the same time.

   
8. Go to the Global permissions tab, and switch on the relevant toggles to give the bookkeeper access to extra iCompleat features.
9. Select Add user.

That's it! The new bookkeeper will receive an email invitation, with a link to follow so that they can activate their account.

Next step? Time for a well-deserved cup of coffee, if you ask us...