Skip to content
Log inSign up
Templates
Create client user from new accounting contact record

Create client user from new accounting contact record

You get new accounting client contacts without a matching practice-system user, slowing support during onboarding. It creates the client user so onboarding coordinators have full records same day.

Create client user from new accounting contact record

Overview

When accounting creates a new client contact, support often lacks a linked practice-system user and onboarding stalls. This workflow provisions the client user and logs the mapping so onboarding coordinators have complete contact context the same day.

Create client user from new accounting contact record