Guides by role

Admin and super administrator

You set up the account: people, companies, plan and backups, plus everything the other levels can do.

What you can do
  • Add people and choose their access levels
  • Add companies and change the plan
  • Back up and restore a company
  • Set the sign-in policy for everyone
  • The super administrator alone can hand that role to someone else

Start here

  1. Set up CloseDesk for your teamFrom a new account to your first close: companies, people, roles and a template.
  2. Add people and set access levelsWho can sign in, and what each access level lets them do.
  3. Set up functional areas and rolesChoose who prepares, reviews and approves in each area, in one or many companies.
  4. Company profile and working calendarFiscal year, registrations, working days, holidays and the close schedule.
  5. Close templatesKeep your checklist as a template: tasks, areas, working days and dependencies.
  6. Create and run a closeStart a month’s close for one or several companies, add tasks and follow progress.
  7. Back up and restore a companyDaily backups of each company, taking one by hand, downloading and restoring.
  8. Plans, companies and seatsWhat each plan includes and how to change it.
  9. Security checks and sign-in policyRun the account’s security checks and require two-factor sign-in.

Also useful

Sign in to CloseDeskSign in with your email and password, or with Google or Microsoft.Set up two-factor sign-inAdd a 6-digit code from your phone to your sign-in, and keep backup codes.Your profile, password and activityChange your name, email or password and see your own sign-ins.Contact CloseDesk supportOpen a ticket from inside the app, or email us.Use My WorkareaYour list of what is due today, tomorrow, this week or this month, in every company.Prepare, review and approve a taskHow a task moves from Not started to Approved, and how to send it back or reopen it.Comments, @mentions and attachmentsDiscuss a task in place, bring a colleague in and attach workpapers.Reassign a single taskStaff managers can hand one task’s preparer, reviewer or approver to someone else.Pending and reportsSee every open task by due date, and report on progress, workload, ageing and GST.Invoices, parties and GSTR-2B matchingKeep supplier and customer invoices, and match your purchases to GSTR-2B.Set up the chart of accountsDecide which accounts are on the balance sheet and how each one is reconciled.Reconcile the balance sheetImport the trial balance into a close and back every balance with open items.Connect TallySend ledger balances from Tally to a close with no file to export.Bring in balances from Zoho BooksConnect Zoho Books, or import its trial balance and chart of accounts exports.Read the audit logWho signed in, from where, and what they changed.Licence, updates and diagnosticsFor dedicated and on-premise installs: licence, check-in, updates and support files.

Several levels? You get everything each one allows, with one sign-in. See access levels.