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Why firms choose Engager"In short, if you're an accountant and not using Engager, you're missing a trick. It's an invaluable tool that has significantly improved our operational efficiency and client service."Jason Holden, Founder, Holden Associates
Features / Module Access
Control which parts of Engager each team member sees
Module access lets admins switch areas of Engager on or off for the whole practice or for individual users, so everyone sees what they need.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Module access
A simpler Engager for every role
Choose which of eight modules each user can see: Dashboard, Clients, Deals, Proposals & LoEs, Jobs, Time logs, Invoicing and Automations. Set practice defaults once, then change them for individual users where you need to.
Managed in one place by your admins
Module access sits in Settings, under Staff, and only admins can change it. Each module works independently, so you can combine them however suits your practice.
How it works
How module access works
Set practice defaults
Choose yes or no for each module on the Practice defaults tab. Every user follows these unless you set something different for them.
Change access for individual users
The Users tab shows everyone’s access at a glance. Open a user to let each module follow the default or fix it to yes or no for them, and reset them to the defaults in one click.
Switched-off modules stay out of the way
Modules that are switched off disappear from that user’s menu, and links to them show a no access page. Changes apply the next time the page loads, and Settings is always available.
Common challenges
Problems module access solves
Areas open to people who do not need them?
Keep modules such as invoicing or time logs to the people who work with them.
Setting up every role from scratch?
Set practice defaults once and adjust them for individual users.
Cluttered menus?
Switched-off modules disappear from the menu, so each person sees a simpler Engager.
Reviews
Rated Excellent by accountants and bookkeepers
4.6 out of 5 from 199 reviews on Trustpilot, 181 of them five stars.
“Moved over from another practice management system and I’m so pleased I did. My only complaint is why I didn’t do it sooner!”
“Finally found a practice management software that ticks every box and keeps us on track with deadlines, jobs, onboarding and billing.”
“It keeps everything in one place, and has taken a lot of admin stress off our plate. It was built by an accountant for accountants, and you can really tell.”
Works together
Features for your whole team
Give everyone the right view of Engager, at no extra cost.
Questions
Module access FAQs
What is module access?
Module access lets admins choose which parts of Engager each team member can see. You set practice defaults for each module and can change them for individual users.
Which modules can I switch on or off?
Dashboard, Clients, Deals, Proposals & LoEs, Jobs, Time logs, Invoicing and Automations. Each works independently. Settings is always available.
Who can change module access?
Only admins, in Settings, under Staff, Module access. Admins always have access to every module.
Does module access affect the client portal?
No. Module access applies to your team members only, not to clients using the client portal.
Can someone still be given work in a module they cannot see?
Yes. Users can still be assigned work in a hidden module and still receive notifications about it.
Does switching modules off change my price?
No. Every plan includes every feature and unlimited users, from £9 +VAT a month. Module access only changes what each user sees.
Pricing
Practice management software pricing, made simple.
One price for your whole practice, based on how many clients you look after. Every feature and unlimited users included.
Work out your price
Enter your number of clients or drag the slider.
For small teams
£89+VAT
a month
a month
Billed monthly.
- Secure client portal
- eSigning capabilities
- Mobile app access
- Branded client experience
- Automated emails
- Task management
- Document templates
- Unlimited users
- UK-hosted, Cyber Essentials certified
No card details required.
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