You can't work alone in a bubble. When you set up other users, you all start working together like a well-oiled machine.
With your new online office adding users is so easy that you'll find it hard to stop. Three simple steps and your assistant or accountant can join your new online office.
1 - Login in as Administrator.
- Select User: Administrator in the upper left hand corner of the window and login as Administrator.
- Enter your Administrator Password (it’s the same one we emailed you).
2 - Create users.
- Click on New User Quick Add.
- Enter the user’s Name. Their login User ID will appear below when you move to the next field (change it if you want).
- Create a Login Password for the new user (make it simple; they can change it later).
- Check Print login info after saving if you want a hardcopy of the new user’s login credentials.
- Click Save and Exit when you are done.