This guide is for you if you are a bookkeeper for other organisations, we outline the steps required to set up a partner account on Jenesys, So you can conveniently manage the record keeping of other organisations.
First thing you should know is that as a partner, You cannot self onboard, You have to be invited to have a Jenesys account. You can make a request for an invitation by sending an email to info@jenesys.co
Once you get an Email Invitation, Click the 'Access My Account' Button attached in the. You will be redirected to the Jenesys Partner Dashboard.
This email invitation is unique to your account and will expire after 60 minutes
2. How to Create Your First Client
Click on the '+' icon at the top left, Fill in the required information then Click'Add' to create your first client.
To view all clients, Click the 'Manage Clients' Button, Then Click the 'All Clients' Button
Warning: You can unlink a Client and remove all associated data, by Clicking on the 'X' symbol under the 'Actions' Tab but note this action is irreversible.
