How to add a user to your Intuit Hosting Rightworks account

Before you start

• Only the Rightworks Account Owner or an Account Admin will be able to complete these steps.
• In addition to providing steps on adding a new user, this article also covers assigning a package to an existing user and changing the package assigned to a user.
• Users need a package assigned to them to be able to access the hosted environment. If you need to change the number Intuit Lacerte Tax or Intuit ProSeries Tax packages available to assign, see this article.
• If you need to free up a package that is currently assigned, you can unassign a package from the user or delete the user. See this article for more information.

Adding a New User

1. Sign in to the Rightworks AppHub.
2. Go to the Admin Console.
3. Select the Users tab.
4. Click the Add User button.
5. Select a role for the new user from the Role dropdown list:
   • User (catalog) lets users install apps for themselves.
   • User (no catalog) doesn't let users install apps for themselves.
   • Account Admin is similar to the Account Owner role. These users can add/remove users, assign/unassign packages and add-ons, send password reset emails to users, and install apps for themselves and other users.
   • Information about the other listed roles can be seen by hovering over the ?.
6. Enter the new user's First Name, Last Name, and Email Address, and then click Next.
   • The email address entered can't already be in use in Rightworks.
7. Highlight the Intuit Lacerte Tax or Intuit ProSeries Tax box to assign one of the packages to the new user and select Next.
   • If you want the user to only have access to the Rightworks AppHub, you can select Next without assigning a package.
8. Make sure the new user's information is correct on the Add User — Review Details pop-up screen.
9. Click Add User.
10. Send the new user these instructions on activating their account. Please note that first time setup can take up to 15 minutes per application.

Assigning a package to an existing user

If you have already added a user and did not assign them a package when prompted, they'll need to be assigned a package before they can access the hosted environment. To assign a package:

1. Sign in to the Rightworks AppHub.
2. Go to the Admin Console.
3. Select the Packages & Add-ons tab.
4. Under Packages, click the Intuit Lacerte Tax or Intuit ProSeries Tax link.
5. Select the Assign Package to Users button.
6. Check the box in front of the user(s) you want to assign a package.
   • Users can only have one package assigned to them at a time. Users that already have a package assigned to them won't be listed.
7. Click the Assign button.
   • You may need to scroll down to see this choice.

Changing the package assigned to a user

If you need to change the package assigned to a user, keep in mind users can only have one package assigned to them at a time. Switching a user to a different package using this method will uninstall the previously-installed apps that aren't included in the new package while keeping the ones that are part of the new package.

To change the package assigned to a user:

1. Sign in to the Rightworks AppHub​.
2. Go to the Admin Console
3. Select the Users tab.
4. Click on the name or email address of the user.
5. Scroll down and select the pencil edit icon next to the Package in the column under the user's name.
6. Select the desired package and choose Save.