Users and Accounts
The users and accounts module manages user access, authentication, and client account relationships within Snapbooks. This module is fundamental to the system’s security and organizational structure.
Users
A user is a person that has access to the Snapbooks web app. Users can:
- Have multiple client accounts
- Take on different roles (bookkeeper, accountant, business owner)
- Access specific features based on permissions
- Manage their account settings and preferences
Client Accounts
Client accounts represent the organizations or businesses within Snapbooks. They provide:
- Organizational structure
- User access management
- Business settings
- Data segregation
Learn more about Client Accounts
Account Settings
Account settings control various aspects of how users and client accounts interact with the system:
- User preferences
- Notification settings
- Access controls
- Integration configurations
Learn more about Client Account Settings
Resource Relationships
The users and accounts resources are interconnected in the following ways:
- Users
- Can belong to multiple client accounts
- Have specific roles in each account
- Create and modify resources
- Access permitted features
- Client Accounts
- Contain multiple users
- Own various resources
- Control access rights
- Manage business settings
- Account Settings
- Apply to specific client accounts
- Configure user experiences
- Control system behavior
- Manage integrations
Common Operations
Common user and account operations include:
- User Management
- Creating and updating user profiles
- Managing user roles and permissions
- Handling user preferences
- Monitoring user activity
- Account Administration
- Setting up client accounts
- Managing user access
- Configuring account settings
- Controlling business rules
- Access Control
- Direct Access:
- Users have direct roles in their own company’s client account
- Managed through ClientAccountUser associations
- Typical for regular customers managing their business
- Contract-Based Access:
- Service providers (accountants/auditors) access client accounts through contracts
- No direct user association needed
- Enables efficient management of multiple client accounts
- Access Management:
- Assigning user roles
- Setting permissions
- Managing authentication
- Tracking access logs
- Learn more about Contracts
- Direct Access:
Each resource’s documentation provides detailed information about available endpoints, query parameters, and response formats.