About client administration

Client administration allows you to delegate powers of attorney and access that your organisation has received from another organisation. You can only delegate these to individuals, for example employees or partners. Managing directors and chairs of the board automatically have access to client administration. If you need others to handle this on your behalf, you can assign them the Client administrator access package.

Client administration was previously only available to accountants, auditors and business managers. It is now available to all organisations.

You can grant other users, for example an employee, powers of attorney and access to a client. You can choose whether to start from the user or from the client.

Please note: You can currently only grant powers of attorney and access to access packages. From autumn 2026 you will also be able to grant powers of attorney and access to individual services.

Go to Client administration in the menu. Here you will find an overview of users and clients.

How to grant powers of attorney and access from Users:

1. Click on the Users tab.

2. Use the search field to find the user.

3. If the user is not in the list, click New user to add them.

4. Select the user in the list.

5. Select the All clients tab.

6. Search for the client the user should have access to, or browse the list.

7. Open the client and click Grant powers of attorney and access.

How to grant powers of attorney and access from Clients:

1. Click on the Clients tab.

2. Find the client you want to grant powers of attorney and access for. You can:

   • search for a client

   • filter by the role you hold for the client (accountant, auditor, business manager or other client relationships)

   • show deleted clients

3. Select the client in the list.

4. Select the All users tab.

5. Click Grant powers of attorney and access to the right of the user you want to grant access to.

6. If the user is not in the list, click New user to add them.