Bookkeepers will have four different role options within Double:
Super Admin
Admin
Manager
Standard User
The Super Admin is typically the user who created the Double account, or the person who first signed up for Double. We recommend having just one super admin per Double account, as this user will have access to all billing information. There is no limit to the number of Practice Admins, Managers, and Standard Users per file.
User Permissions
Super Admin
Access to Billing within Practice Settings
Downgrade Admin users to Manager/Standard
View all branches (optional: Branches)
All other Admin permissions
Admin
Access to all clients and tasks
Access to Practice Settings (⚙️ icon)
Full access to the Template Manager
Ability to add, apply, edit, and delete templates
Edit and delete timers (Time tracking)
View all time tracking reports
Access task activity logs
Update user access
Access to firm tasks
Optional access
Add, modify, override, and revert multi-user task sign-offs
Admin restrictions
Cannot access the Billing tab in Practice Settings
Cannot downgrade admin users to Standard or Managers users
Cannot edit their own access to Inboxes or Accruals
Manager
Access limited to which clients they have permission to see
Task list tasks
Time tracking timers & reporting
View and edit timers (Time tracking)
Access task activity logs
Access to firm tasks
Optional access
Add clients
Access to the Template Manager
Ability to add, apply, edit, and delete templates
Add, modify, override, and revert multi-user task sign-offs
Manager restrictions
Cannot access Practice Settings
Cannot send email blasts
Cannot delete or archive clients
Cannot delete closes
Cannot access firm analytics
Standard
Access limited to which clients they have permission to see
The task list will only show Standard users their tasks, no one else's
Impacted by (optional) task lock
View and edit only their timers (Time tracking)
Access to firm tasks
Optional access
Access to the Template Manager
Ability to add, apply, edit, and delete templates
Override multi-user task sign-offs
Standard restrictions
Cannot access Practice Settings
Cannot access Client Settings (top of the close)
Cannot send email blasts
Cannot add, delete, or archive clients
Cannot delete closes
Cannot access firm analytics
Cannot access task activity logs
Managing users
Add new users
Adding new users is simple. After a user is added, they receive a welcome email prompting them to set up their password and configure their user settings.
New users can be added under Practice Settings → Manage Users → Users.
Adding a new user that already has a Double account
For bookkeepers, Double does not currently support having multiple Double accounts under the same email.
If a user needs to access multiple accounts under the same email address, they will need to use a slight workaround so the Double system treats each login as unique.
If you add a plus sign in your email address, Double will treat the email as unique, while also sending all emails to the same email address. This works because mail clients ignore anything that comes after a plus.
Users can choose whatever string of numbers or letters that they'd like as long as it's not being used in another account
For example, if a user has an account under grace@example.com, they could be added as a user on another account with the email address grace+newaccount@example.com, and all emails sent to grace+newaccount@example.com will still go to grace@example.com.
Deleting users
Delete users from your Practice Settings > Manage Users > Users > Action (column)
Note
Users are not notified when they are deleted.
All user comments will be preserved in Double with "(deleted)" next to their name.
Tasks will remain assigned to the deleted user in order to identify which needs to be reassigned. Use the task list to reassign a deleted user's tasks.
Deleted users' timer data is still accessible in Employee Reporting.
Super admins cannot be deleted manually. They must first be downgraded to a lower status by request of a current super admin.
Reach out at help@doublehq.com you need to transfer your Super Admin permissions to another user. Only the current Super Admin can make this request.
Deleting users with personal inbox(es)
If the user you're intending to delete has a personal inbox connected, please remove the connection before deleting them. You can remove a personal inbox by:
Going to Practice Settings > Manage Users > Emails
Click on the email listed for that user and choose Remove Connection
Copying a user's client access
To copy the list of clients that a Standard or Manager user can access:
Click Practice Settings (⚙️ icon)
Click Manage Users > Users
Click Actions (...) in the user's row needing access
Choose Copy client access from
User Settings
All users can access their User Settings by going to the profile icon at the top right of the screen after signing in.
Users are able to choose their email notification preferences under their User Settings as well.