Add users to give them access to your account.
Note: Only Admin users can add other users.
- On the side menu, click the Settings icon, then click Users.
- Click New user.
- On the Add user page, enter the user's first name, last name, and email.
- In the Password section, we recommend leaving the Let user set their password via email checkbox selected.
- In the Roles and permissions section, use the dropdown to select a role for the user.
Read the article on roles and permissions for details about each role.
Tip: If a user needs different roles for different environments, click Set role by tax year or environment and use the dropdowns to select the roles.
- Click Create.