Employee access works differently with DATEV SmartIT. Each employee needs their own Klardaten instance. Each SmartIT instance supports exactly one profile.
One instance per employee
Create a separate Klardaten instance for every employee who will use SmartIT. Set up each instance in that employee’s own SmartIT session.
Same consultant number for all instances
Enter the same consultant number for all of your firm’s SmartIT instances. The instances are separate connections for individual employees; the consultant number stays identical.
One profile per instance
A SmartIT instance can have only one profile. To connect another employee, create another instance with the same consultant number. The employee invitation workflow for adding profiles to a shared instance does not apply to SmartIT.
Example: two employees
Anna and Max each need their own instance. Both instances use the same consultant number and each has one profile.
| Instance | Consultant number | Profiles |
|---|---|---|
| SmartIT Anna | 12345 | 1 |
| SmartIT Max | 12345 | 1 |
Set up your team
- Create one instance per employee and enter the same consultant number in every instance.
- Install the connector in each employee’s SmartIT session. Use the installation command and API key for that employee’s instance.
- When connecting the employee’s application, use their own instance. Repeat the setup for each additional employee.