Work in a client's organisation

The Clients page of the partner portal is your firm's work list: every organisation that gave you access, with what needs doing next. From there you open a client and work in its Kluvan with your own sign-in, one client at a time.

Before you start

• You need a place on a firm's team (see set up your firm's team) and, unless you are a firm admin, an assignment to the client.

Steps

Read the work list

1. Sign in at partners.kluvan.com and open Clients.
2. Read each row: Client, State, Setup steps open, Requests waiting (with how many were answered), Close (steps done of the month being closed), Bank lines to match and Next due, with how many are late. The nearest due date comes first.

Open a client

1. On the client's row, select Open (or Requests or Month-end close to go straight there).
2. The client's Kluvan opens with a banner at the top: "You are working in … for … as …", and the end date if the client set one.
3. Work as usual. The menu shows only the apps the client opened to your firm.
4. To go to another client, select Switch client in the banner. To stop, select Leave.

Ask a new client for access (firm admins)

1. At the bottom of Clients, under Ask a client for access, type The owner's e-mail (the address they sign in to Kluvan with).
2. Optional: add a Note so the owner knows who you are.
3. Select Send the request. If the address belongs to an organisation's owner, the client appears with Waiting for approval until the owner answers; you can Withdraw the request meanwhile.

Good to know

• One client at a time. Opening a client ends your session in the one before, and a session lasts up to 8 hours.
• Inside the access only. A change outside what the client allowed is refused (pws_out_of_scope) and listed in the client's log. Billing, exports, keys, the team and the access page are always closed to firms.
• Everything is recorded in the client's audit log as "you (your firm)".
• The Open link works once, within a minute. If it expired, select Open again (pws_enter_expired).
• Bank lines to match is as of the last time someone of your firm opened the client; the other counts are kept as the work is done.
• A firm admin can select Stop working for them to end the firm's access to a client. The client keeps its history.
• Or give the client your partner code: the owner adds your firm in Settings → Accountant & partners.