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What is a Reckon One book owner

We will outline what is a book owner in this article. How is this role different from other roles in a Reckon One book and what you are able to do as a book owner.

Overview

This article will help you show you what is the difference between a book owner and a normal user. It will outline different functions you can use as the owner of the subscription and can use to increase your workflow efficiency.

What is a book owner

A book owner is the individual who holds primary responsibility for creating, managing, and administering a book within the Reckon Customer Portal.

When you set up a new business in Reckon One, you become the book owner – the person who initially creates the book. As the book owner, you have full administrative rights, allowing you to manage account settings, add users, control the subscription, and even transfer the subscription to another user.

How is it different from other roles

A normal user is someone who has been granted access to a book by the book owner, but with limited permissions. This user can perform day-to-day tasks, such as entering transactions, creating invoices, reconciling bank statements, and generating reports based on the roles and permissions assigned to them.

Unlike the book owner, a normal user cannot manage account settings, add or remove users, or manage subscriptions. Essentially, normal users focus on using the system to complete specific business tasks but do not have the administrative privileges of a book owner.

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Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonone

Or Log a Support Ticket: https://www.reckon.com/au/support/

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