Send a client IRIS KashFlow activation email

You can use this function to send an e-mail to an existing client so they can set themselves up with a username and password to access the account.

This will likely be used when you have not selected client access required option when creating the client in IRIS KashFlow Connect, but your client now needs access.

  1. Go to Clients, then select the appropriate client.

  2. Select Client Access Settings (key icon).

  1. Enter the Client's Email Address and select Send Activation Email.

If the Send Activation Email button is disabled this client's account is already activated on IRIS KashFlow.

You can select Restrict client access to IRIS KashFlow if you ever need to withdraw client access the IRIS KashFlow account.