Users by Client

Every login in your firm, in one place — your own partners and associates, and the client-side staff who work in each set of books. The firm controls who reaches a client's data, not the client.

Give a client's staff a login

Creates a real sign-in for someone who works at the client — either an Admin who manages that client, or a User for day-to-day data entry.

1. Click the client's card to open its user list, then Add New User.
2. Enter their full name, a username, and their email address. The email is required — it is what they actually sign in with.
3. Choose Admin to let them manage that client, or User for limited, data-entry access.
4. Save. Quillix emails them a link to set their own password.

See who has access

The client cards show, at a glance, how many admins and how many users each client has, and whether the client itself is active.

1. Use the search box to filter by client name or code.
2. Read the two badges on each card for the admin and user counts.
3. Click a card to open the full list of that client's users.

Add a partner or an associate

Creates a login for someone in your own firm, from the Platform Team card. A partner has full platform access; an associate is restricted to the clients you explicitly assign them.

1. In the Platform Team card, click Add Partner / Manager or Add Associate.
2. Enter name, username and email as for any other user.
3. For an associate, tick the clients they are allowed to work on. At least one is required — Quillix refuses to save without it.
4. For a partner, leave every client unticked to grant access to all clients including ones you add later, or tick specific clients to scope them.
5. Save. They get a set-password link by email, exactly like client-side users.

Check who can see what

The Platform Team table's Client Access column spells out each person's reach, and calls out an associate who has been left with nothing assigned.

1. Read the Client Access column. A partner shows either the named clients or All clients.
2. An associate shows their assigned clients, or a red No clients assigned warning.
3. Click the edit icon on the row to change the assignment.

Help someone who cannot sign in

Sends a password-reset link to the email on the account. This is the only way to change a password — there is no field anywhere in Quillix that sets one directly.

1. Open the person's row with the edit icon.
2. Click Send password reset email in the Password box.
3. They receive a link and choose a new password themselves.

Change a name, email or role

Reopens the same form against an existing person. Changing an associate's assigned clients takes effect the next time their session loads their profile, not the instant you save.

1. Click the edit icon on their row, change what you need, and Save.
2. Watch for the confirmation. If Quillix reports that it could not sync the profile, the change has not reached them — retry rather than assuming it saved.

Remove someone's access

Deletes the person and revokes their sign-in. They lose access to your data immediately and that email can no longer log in.

1. Click the delete icon on their row and confirm.
2. Read the confirmation message that follows. It tells you whether both halves succeeded.

Last updated 5 Aug 2026