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Level 4
January 14, 2021
Question

Link

  • January 14, 2021
  • 3 replies
  • 18 views

I use ProSeries Professional with Link and I wish to add a office staff as a User to Link only.

Anyone know where to find resources for this as I search Link and nothing comes up.

I know I can add a User to my account with no selection for Link only, but only want to add a User to Link.

Would like step by step.

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3 replies

itonewbie
Level 15
January 15, 2021

Don't believe you can.  Each user's access rights to Intuit Link are inherited from your user setup under myproconnect.intuit.com and it does differentiate between access to your tax product vs. Intuit Link.

---------------------------------------------------------------------------------Still an AllStar
snappyAuthor
Level 4
January 15, 2021

So, are you saying that it does or does not differentiate between access to my tax product vs Link?

Would the Step by Step be to invite them from my main account dashboard in Proconnect and set them up as an employee and then that user should show up in my Link Manager Users?

itonewbie
Level 15
January 16, 2021

Yes and yes.

---------------------------------------------------------------------------------Still an AllStar