Managing Users

Adding Users to BOS

You can invite a new user to your portal at both the partner (your firm) or client level. During the invitation process, you can designate the user’s role and client access settings. 

How is user setup/provisioning managed in Botkeeper Operating System (BOS)?

It all starts with your Implementation team.

Your Implementation team will handle setting up an initial user for you in BOS during deployment activities. The user you identify to receive access to BOS will receive Welcome Emails with a link that will direct them into BOS. During and after deployment, your administrators can manage user access from within Portal Manager. 
 

How do I invite a new user to BOS?

You can invite a new user to your portal at both the partner (your firm) or client level.

You can invite a new user to your portal at both the partner (your firm) or client level. During the invitation process, you can designate the user’s role and client access settings. 

  • Click on “Invite User” on the top right of the Users tab, to invite a new user to BOS
  • The below window will display:


  • Enter user email address, select user role (Partner Admin, Partner Ops, Client Admin, Client Ops), and level of client access (all clients, all future clients, and/or individual clients) then click “Invite.”
  • Note: You can invite partner-level users to the portal at any time. To invite a client-level user, the client must be present in the portal. This ensures that your client-level users are associated only with their business’ information. 
  • Please note, user invitations expire after 7 days. Should a new user try to activate their account after the invitation has expired, they will need to contact their accountant/portal administrator to be re-invited into their portal.

Will a new user added to the corresponding application in my firm’s Identity Provider be automatically added to BOS via the single sign-on (SSO) integration?

  • Yes! The new user will be automatically added to BOS the first time they attempt to authenticate and log in.

When a new user is added to BOS via the SSO integration, what role and clients are they assigned to?

  • All new users added via the SSO integration to BOS will be assigned a user role of Partner Ops, and no clients assigned by default.
  • A firm administrator can change the user’s access once the user is in BOS.

How do I add an existing user to a client?

Click on “Add User” on the top right of the “Users” tab, to add an existing user to access a client.

  • Click on “Add User” on the top right of the “Users” tab, to add an existing user to access a client. This option is also available when filtered to a specific client’s user list in the portal. 
  • The below window will display:

  • Select the user(s), and level of client access (all clients, all future clients, and/or individual clients) then click “Add.”