Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

Admin settings - I can't set up a new client

Level 1

Hi there, I'm a user underneath our firm's organization. I'm not an administrator. I need the ability to set up new users in ITO Proconnect, but when I try to set up a new client, I get an error window saying that I need to contact my administrator.

I've asked my administrator, but they can't find the admin settings to change this to let me create a user. Does anyone know of any instructions I can forward to my admin so I can walk them through allowing me to set up new clients?

0 Cheers
1 Comment 1
Community Manager
Community Manager

There has been a change this year, see this article for more information. 
Instructions to help your admin can be found here: How to add users and manage permissions in ProConnect Tax

0 Cheers