Access manager

The Access Manager page enables seamless workspace sharing through user management. This feature allows users, such as accountants, to log in to multiple shared workspaces across various companies, managing all their activities from a single profile.

Understanding the Access manager screen

The Access Manager screen is a vital tool for workspace owners (account owners) and authorized users to manage access efficiently. Workspace owners can add and manage users, while those with Write Access can edit or remove existing users but cannot add new one.

The screen shows the following information:

  • User Name – the registered name of the user
  • Email – the email associated with the user’s login
  • User status – automatically updated when the user registers with Tresio
  • Active – indicates whether the user is Active or Blocked
  • Granted until – the expiration date of the user’s access rights
  • Comment – custom notes or remarks added directly to the user’s record
  • Description – details the user’s current access to pages and companies

The page also provides an option to print or export user records using the available Export feature.

Adding a new user

Only a space owner can add a new user. To do this, go to the Access Manager page and click the New button.

A pop-up window will appear where you can enter the required user details.

Updating an existing user

Both the space owner and users with Write access to the Access Manager page can modify an existing user’s access rights. To do so, click the Pencil icon next to the user’s name.

This opens the Workspace Account page, where you can update the user’s active status, granted until date, and access to specific pages.

Removing a user

Both the space owner and users with Write access to the Access Manager page can remove existing users by clicking the Bin icon.

Once a user is removed, they will lose access to the Tresio system.