Log into a specific business

Hurdlr's Bookkeeper Dashboard makes it easy for bookkeepers to log into specific businesses, with vital financials available at a glance to bookkeepers almost instantly upon logging in. Any changes made by a bookkeeper logged into a specific business will be tracked in Hurdlr's Audit Trail as having been made by that specific bookkeeper.

1. Logging into a specific business from the Accountant Dashboard

A bookkeeper can take advantage of the Log In user row action in order to log into a specific business from Hurdlr's Accountant Dashboard, as shown below:

Accountant Login as User Demo

2. Render a specific business for a bookkeeper

If you'd like to allow your bookkeeper to navigate straight into one of your client's accounts onto a specific screen, you can simply invoke the following line of javascript:

Hurdlr.renderAccountantUserScreen(elementId, screenName, userId);

To render a user screen for the bookkeeper, you will need to provide the following parameters:

FieldDescriptionFormat
elementIdHTML id of the main <div> where the screen will be renderedAny string
screenNameScreen within a client's account to render for the bookkeeperSee list of available user screens
userIdId in your DB of the client whose account will be rendered, as passed in when initially registering a user in the Hurdlr APIAny string