What is a CAP?
CosmoLex has a CAP (CosmoLex Accounting Partners) Program in which your independent accountant can gain free access to your program to assist with your accounting needs.
Obtaining a license for your accountant
Your accountant must first submit a request to become a CAP by emailing email@example.com.
If your accountant qualifies for the CAP program, you (firm administrator) can add your accountant as a user on your subscription, using the same email address they signed up with for the partner program (this is the key to being able to add this user for free). You can ignore any messaging regarding account charges if using the proper email.
How to add a user
For steps on how to add a user, take a look at this article.
Using appropriate user role
When adding this additional user, you can set any roles/permissions you wish your accountant to have (Ex: Can only access Banks, Chart of Accounts, Journal Entries and Reports)
For steps on how to add/edit a user role, take a look at this article.
User is already added
As the firm administrator, you must delete then re-invite the user in your system. Make sure to use the access activated email as their Email Address and change the Login ID that is unique to your firm (and easy to remember, like bookkeeper@xyzlawfirm).
Current CosmoLex Accounting Partners (CAP)
For partners that supply accounting assistance to more than one CosmoLex customer, be sure their Login ID is unique from their email address. This will allow them to be added as a user on multiple accounts.