Log into your Intuit / ProSeries account as the administrator.

Go to User Management (or “Manage Users”) in your account settings.

• This is under Account Management → User Management in ProSeries

In the “User Management” area, you can add a new online user.

• There is an “Add user” or “Invite user” option. 

Enter their first name, last name, email, and assign a role / permissions level (e.g. full access, restricted access) depending on what you want them to be able to do. 

The new user will receive an invitation email with instructions (often including a link to reset their password and activate the account).

If needed, you can resend the invitation from the User Management page if they didn’t receive the activation email.