How do I set up users in Accounts Business?

Reckon FAQs
Reckon Staff Posts: 359

Open the Users and Roles window

Add a new user
When you have a role selected in the list you can view a description of it at the bottom of the window. This will help you determine which role is best suited to each employee.
To designate specific roles:

Your new user will now appear in the user list – if you highlight the new user you will be able to view which roles have been assigned to them.
Cant see the role you need?
If you can't find an appropriate role in the list, you can create your own.
- Select company from the top toolbar menu
- Highlight Users
- Select Set Up Users and Roles

Add a new user
- Click the New button
- Type in a new user name (we suggest the first name)
- Assign a unique password (optional)
- Confirm unique password (if applicable)
When you have a role selected in the list you can view a description of it at the bottom of the window. This will help you determine which role is best suited to each employee.
To designate specific roles:
- Highlight the role on the left hand side
- Click the Add button in the middle
- Click OK

Your new user will now appear in the user list – if you highlight the new user you will be able to view which roles have been assigned to them.
Cant see the role you need?
If you can't find an appropriate role in the list, you can create your own.
- Click on Role List tab and then click the New button
- Choose a name for the role and a include a description
- Click the Plus (+) symbol next to each category for a list of sub-roles
- 4. Highlight a sub-role and assign the appropriate access level
- Click the OK button when you are finished
0
This discussion has been closed.
Categories
- All Categories
- 6.7K Accounts Hosted
- 6K Reckon Accounts (Desktop)
- 3.2K Reckon One
- 136 Reckon Payroll Upgrade for Reckon One 🚀
- 10 Reckon Invoices App
- 939 Reckon Payroll App & Web
- 21 Payroll App - Help Videos
- 18 Reckon Mate App
- 14 Reckon Insights
- 107 Reckon API
- 953 Payroll Premier
- 121 Payroll Premier upgrade to Reckon Payroll ⤴️
- 325 Point of Sale
- 1.9K Personal Plus and Home & Business
- 69 About Reckon Community