Manage users
If you have multiple people in your practice, then they will benefit from using Senta by IRIS. Senta will assign tasks to the right people in the practice, plus everyone can add notes and keep up to date with all the latest client information. You’ll also have a view of emails sent between users and clients -- ideal for when colleagues are on holiday.
| Area | Feature | Restricted user | Practice user | Account manager | Practice manager | Adminstrator |
| Settings | Access the settings menu | X | X | X | X | Y |
| Settings > Users | Add / delete users | X | X | X | X | Y |
| Help & Support menu | Allow Senta support access | X | X | X | X | Y |
| Notification area | Access to Practice outbox | X | Y - if restriction removed | Y - if restriction removed | Y | Y |
| Clients menu / Client list | Add client | X | Y | Y | Y | Y |
| Clients menu | Add client from Companies House (UK only) | X | Y | Y | Y | Y |
| Clients menu | Import clients | X | X | X | X | Y |
| Client list / Client record | Send email | Y | Y | Y | Y | Y |
| Client list | Update fields in bulk | Y | Y | Y | Y | Y |
| Client list / Work menu / Work tab | Start ad hoc job | Y | Y | Y | Y | Y |
| Client list | Save changes to main client list | X | X | X | X | Y |
| Client list | Save a custom client view for all users to see | X | X | X | X | Y |
| Client list | Save a custom client user for the user | Y | Y | Y | Y | Y |
| Client list | Delete custom client view | Y - if created by the user | Y - if created by the user | Y - if created by the user | Y - if created by the user | Y |
| Client list | Set visibility | X | X | X | X | Y |
| Client list / Client record | Delete clients | X | X | X | X | Y |
| Client list | Export client data | X | X | X | X | Y |
| Client record | Send text message | Y | Y | Y | Y | Y |
| Client record | Generate letter | X | Y | Y | Y | Y |
| Client record | Perform audits | X | X | X | Y | Y |
| Client record | Read/write locked fields | X | X | Y - if allowed in General settings | Y - if allowed in General settings | Y |
| Client record / Live job | Add note | Y | Y | Y | Y | Y |
| Client record | Edit client record | Y | Y | Y | Y | Y |
| Client record > Contacts tab | Activate/deactive contact on the portal | Y | Y | Y | Y | Y |
| Client record > Contacts tab | Link contacts / Copy to individual | Y | Y | Y | Y | Y |
| Client record > Documents tab | Upload document | Y | Y | Y | Y | Y |
| Client record > Documents tab | Request signature | |||||
| Change visibility of document | ||||||
| Add h |