User Accounts Manager
From the main ProClient Homepage. Select Settings. Then select Users.
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 number - Mobile
- Phone number - Work
- 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.