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Adding an online user to My Account
by Intuit• Updated 8 months ago
Follow these steps to add an online user to My Account as an account admin:
- Sign in to the link here to open the Manage Users page.
- Select Add Users.
- Provide the contact's; First Name, Last Name, and Email.
- The first name has a 3-character minimum.
- Under My Acount Access, select the role for the user.
- Select View role descriptions to see which role best fits the user.
- Training Support is provided by default and is the minimum access available.
- Under Software roles select the role for the user.
- Select Send invitation.
- An email will be sent to the person to join the account.
- The invited person clicks I Accept and either logs in with existing credentials or creates a new account.
- Each field except for the Security Code field can be edited.
- If a new account was created, a confirmation screen will appear in which you select the button to go to My Account.
Pending Invitations:
If necessary, you can resend the invitation or cancel the pending invitation. Select Resend invite to send a new e-mail invitation. Delete will remove the pending user within 48 hours.
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