Adding an online user to My Account

Follow these steps to add an online user to My Account as an account admin:

1. Sign in to the link here to open the Manage Users page.
2. Select Add Users.
3. Provide the contact's; First Name, LastName, and Email.
   • The first name has a 3-character minimum.
4. 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.
5. Under Software roles select the role for the user.
6. Select Send invitation.
7. An email will be sent to the person to join the account.
8. The invited person clicks I Accept and either logs in with existing credentials or creates a new account. 
9. Each field except for the Security Code field can be edited.
10. 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.

Related topics

• How to create an online Intuit account
• Role Management via My Account
• Manage Users for ProSeries
• Managing users in Lacerte