How to add a new user to ProConnect Tax

How to add a new user to ProConnect Tax

You have to be a Primary Admin, Company Admin, or Advanced tax and books admin to assign firm users.

1. Select Settings in the upper-right corner.
2. From that menu, select Manage & Invite Users under YOUR FIRM.
3. Select Add User in the upper-right portion of the table.
4. Enter the user's First name, Last name, and Email address.
5. Choose a role from the Assign roles dropdown.
6. Select View all permissions to view and edit permissions according to the users' tasks or needs.
7. Then continue to Access to clients settings at the bottom of the page.
8. Select Edit client access.
9. Choose the client(s) that this user will be able to access, or check the box at the top of the list to select all. These settings will be applied to clients' QuickBooks files as well.
10. Select Send invite to send the invitation.