Fiduciary — Setup
Path: Dashboard → gear (Setup) → Fiduciary section
Who can edit what?
| Actor | Fiduciary fields |
|---|---|
| Fiduciary login | Editable (name, contact, status, contract, scope, notes) |
| Tenant login | Usually read-only — assignment visible; parameters set by the fiduciary |
If you are signed in as a tenant and fields are locked: sign in with the fiduciary account or ask the fiduciary to update them.
Typical fields
| Field | Meaning |
|---|---|
| Fiduciary number | Firm / fiduciary id (THD-… where issued) |
| Name | Firm or fiduciary name |
| Email / phone | Contact for the tenant |
| Status | e.g. active, pending, ended |
| Contract type | Type of engagement |
| Scope | Areas covered (e.g. VAT, bookkeeping) |
| Info / note | Internal notes |
Assign tenant ↔ fiduciary
- Fiduciary exists as a LIRENO account or is invited/created
- Create mapping tenant ↔ fiduciary (status active)
- Set scope (modules / topics)
- Tenant appears in the fiduciary overview
Switching between tenants: Multi-tenant.
Tenant company master data
UID, address, bank details remain tenant master data (Setup company / bank).
The fiduciary maintains them in the selected tenant context.