2. Accountant Certification - Console Setup

Question 1

An admin can update user roles

Answer 1

But not her own role

Question 2

Once created, custom roles cannot be deleted

Answer 2

Only edited

Question 3

Chris just logged into the Client Management Console. How does he access a list of things to do for his accounts?

Answer 3

None of the above (listed). A To Do List displays on the landing page automatically

Question 4

Jan creates a new user role from her Console for the Plywood account. Later in the week, Jan needs to add this same role to a user in the Grass Lumber account, which is part of the same Console as the Plywood account. What setting should Jan check to make sure the role is available in all client accounts? A. There is not a setting to select, she has to enter the role into each client account. B. From within the client account, select accept console roles. C. When editing the role, ensure “Auto Sync Role to Client Accounts” is selected.

Answer 4

Correct answer is C. When editing the role, ensure “Auto Sync Role to Client Accounts” is selected

Question 5

Click on Accountant Resource center for Quick How to Videos

Answer 5

Short videos - under five minutes long

Question 6

Click on Accountant Resource center for Setup Reference Guides

Answer 6

for set up guides

Question 7

Click on Accountant Resource center for Sales and Marketing

Answer 7

Marketing tools and advice and Sales tools and advice

Question 8

Match the resource to the correct category: 1) Email and blog templates 2) Onboarding checklists and setup guides 3) Client demo kit

Answer 8

1) Marketing tools and advice 2) Setup reference guides 3) Sales tools and advice
Marketing helps small firms. New Clients prepare clients. Training offers workshops.