Balansix accounts and access levels
For normal use there is one important distinction:
| Access | Who needs it | Purpose |
|---|---|---|
| Balansix user account | Directors, managers, staff, contractors and invited client users | Use the Balansix application according to assigned permissions. |
| Platform administration | Balansix technical operations only | Maintenance of the hosting environment. Never required for bookkeeping, practice management or client portal work. |
Add a staff account
Use the staff/team administration area available to Directors or authorised Practice Managers.
- Open Team or the relevant Admin Centre user area.
- Add the person using their approved email address.
- Assign the correct role rather than the most powerful role.
- Allocate client access where client-level restriction applies.
- Send the invitation and ask the user to complete MFA.
First sign-in
The invited person should follow the Balansix invitation link rather than trying to create an account themselves. After authentication, check the role, visible modules and client list before starting live work.
MFA and credential rules
- Every person uses their own account.
- Never share passwords, MFA codes or recovery codes.
- Do not create generic shared staff logins.
- Remove or block access promptly when employment or responsibility changes.
- Use read-only access when viewing is required without edit authority.
Client portal users
Client users are invited through the client-facing workflow. They should only see the information and upload/request functions exposed to them. They do not receive staff bookkeeping controls.
If sign-in fails
Confirm the email address, invitation status, browser session and MFA step. If access still fails, use Troubleshooting → and provide Support with the user email, role, time of failure and the exact on-screen message. Never include passwords or one-time codes.