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- Admin settings - I can't set up a new client
Admin settings - I can't set up a new client
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stevenpalin
Level 1
03-01-2024
04:26 PM
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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?
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IntuitGabi
Community Manager
03-05-2024
11:51 AM
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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
