How to create a customer access on DeloitteDirect?

The creation of a customer access is done in 6 steps. 

1. Select the “Users” menu in your portfolio
2. Click on the + button at the bottom right
3. Fill in the user information, then click on “Next”.
   • Name, first name, e-mail* and mobile phone number
   • The user type:
     • Director (will have the possibility to create new customer user accounts)
     • Secondary client
       
       

       At least one “Director” must be created per company. Also, it is possible to have several “Director” accounts per company, as for example in the case of a co-management with several partners.

       
       
   • The client’s company
     
     

     The customer’s e-mail address becomes his unique and personal identifier to access the portal, it is strongly recommended to exclude any generic address in favor of a personal address. Under no circumstances should addresses with a Deloitte extension be used in an access creation for client access, even if the client is the spouse of a Deloitte member.

     
     
4. Fill in the accesses to the folders and click “Next”
   A customer can have access to several folders, simply search for companies by name and select the folders concerned
   
   

   Selecting the company in the “Client” field in the previous step does not automatically link this folder to “access to folders”. Consider selecting the invoiced company (if necessary) to give access to the user you are about to create.

   
   
   
5. Check the modules to be made available to the customer and click on “Next”
    
6. A summary of the configuration performed for the customer is presented, if everything is correct click on “Save”
    

To be effective, the new access created must be validated by a practitioner with these validation rights