Manage Users, Permissions, & Roles
Bookkeepers will have four different role options within Double: Super Admin, Admin, Manager, and Standard User.
The Super Admin is typically the user who created the Double account, or the person who first signed up for Double. There is only ONE Super Admin allowed per file, while there is no limit to the number of Practice Admins, Managers, and Standard Users per file.
User Permissions
Super Admins
Access to Billing within Practice Settings
Downgrade admin status for all other users
All other admin permissions
Admins
Access to all clients
Access Practice Settings (⚙️ icon)
Access Firm Analytics
Full access to Template Manager (top of the client list)
Add client access for Managers & Standard Users
Upgrade Standard Users & Managers to Admins
Edit and delete timers
Admin restrictions
Cannot access the Billing tab in Practice Settings
Cannot downgrade admin users to Managers or Standard Users
Managers
Only review information tied to clients they have access to
This includes viewing other employees' tasks and timers
Access to Templates (top of the client list)
Access to Firm Tasks
Only view and edit timers
Manager restrictions
Cannot access Practice Settings
Cannot access Client Settings (top of the close)
Cannot send email blasts
Cannot add, delete, or archive clients
Cannot delete closes
Cannot access Firm Analytics
Standard Users
Only see clients and tasks they have access to
Access to Firm Tasks
Impacted by optional practice-level locks
Only see and edit their own timers
Standard restrictions
Cannot access Practice Settings
Cannot access Client Settings (top of the close)
Cannot send email blasts
Cannot access or edit Templates
Cannot add, delete, or archive clients
Cannot delete closes
Cannot access Firm Analytics
Adding Users
Adding new users is easy. Once they're added, they will receive a welcome email asking them to set up their password and user settings.
New users can be added under Practice Settings > Manage Users > Users
Adding a new user that already has a Double account
A user technically can have another account with the same email, but they would need to use a slight workaround so the Double system treats each email as unique.
If you add a plus sign in your email address, Double will treat the email as unique, while also sending all emails to the same email address. This works because mail clients ignore anything that comes after a plus.
Users can choose whatever string of numbers or letters that they'd like as long as it's not being used in another account
For example, if a user has an account under grace@example.com, they could be added as a user on another account with the email address grace+newaccount@example.com, and all emails sent to grace+newaccount@example.com will still go to the grace@example.com email address.
Deleting Users
Users will not be notified once they are deleted from your practice.
Delete users from your Practice Settings > Manage Users > Users > Action (column)
Deleting users with personal inbox(es)
If the user you're intending to delete has a personal inbox connected, please remove the connection before deleting them. You can remove a personal inbox by:
Going to Practice Settings > Manage Users > Emails
Click on the email listed for that user and choose Remove Connection
💡 Super admins cannot be deleted. They must first be downgraded to a lower status by request of a current super admin.
Reach out at help@doublehq.com you need to transfer your Super Admin permissions to another user. Only the current Super Admin can make this request.
Copying client access from one user to another
To copy the list of clients that a standard user or manager can access:
Click Practice Settings (⚙️ icon)
Click Manage Users > Users
Click Actions (...) in the user's row needing access
Choose Copy client access from
User Settings
All users can access their User Settings by going to the profile icon at the top right of the screen after signing in.
Users are able to choose their email notification preferences under their User Settings as well.