1.3. Registration in the CONTA.ES system for managers

On the CONTA.ES registration page, you will find the button “Register as manager”. Clicking it opens the registration form.

Profile Registration
In the first window, the mandatory fields to complete are displayed:
• Email address
• Password

There is also another option: connect with a Facebook, Google, or Apple ID account.

When the aforementioned fields are completed, press the button “Register” and the system will automatically send the registration confirmation to the provided email address.

User Information

When the second window opens, the fields must be completed with personal information:

• First name (mandatory field)
  Last name (mandatory field)
• Personal registration code NIF (mandatory field)
• Region (mandatory field)
  Address (mandatory field)

After completing these fields, check the confirmation box that you have read and accepted the terms of use and the Conta.es price list. We recommend reading them before checking.

Additionally, you can check the confirmation box that you agree to receive informational offers from our group of companies and news from CONTA.ES.

Once this is done, press the button “Save” and start working.

Working from the manager profile

After registering or logging into your manager profile, to start working as a manager in the CONTA.ES system, you can add a client:
• by clicking the “New Freelancer Profile” button, you can register a freelancer 

It is also possible to invite the person to join themselves, by clicking the “Invite CONTA.ES Client” button and entering the client's email address.

An invitation will be sent to the CONTA.ES user's email address with information about the manager's email and instructions on how to grant the accountant access to their profile. If the user is already registered in the CONTA.ES system, then, to grant access, they must enter the manager's email address indicated in the invitation in the “My Manager” section of their profile. If the user is not yet registered in CONTA.ES, then they must register and, in the “My Manager” section of the profile, enter the manager's email from the invitation.

MY CLIENTS

Here you will see the list of added and invited clients who have not yet granted the manager access to their profile.

If the client is added to the manager's profile, the manager has the option to enter each individual profile, manage the accounting of the economic activity or only review it, depending on the type of collaboration the manager has agreed upon with each of their clients.

The accountant, if necessary, can grant the client access to their profile by clicking GRANT CLIENT ACCESS.

Subscription
If the manager pays for their own profile, all payments corresponding to the manager's subscription will be reflected in the Subscription section.

If all of the manager's clients pay for their own subscription, then the manager does not need to acquire a subscription and will be able to work on their clients' profiles according to the tariff plans they have chosen.