Settings - Users - Add new user

User Accounts Manager

Click on “Add new” and you will be shown a form to fill out.

New User Submission Form

The form fields include:

• First name
• Last name
• Phone
• Email
• Role

For “Role” you are provided with a selection menu from which to assign a role to a user. Examples of roles include Manager, Tax Preparer, and Receptionist.

When you are done filling out the information required, click on “Save” to confirm the addition of the new user.