I am trying the Reckon One and am having difficulty setting up new users. I am wanting a further 2 u

Brian AndersonBrian Anderson Member Posts: 4
edited November 2018 in Accounts Business Range

Comments

  • edited November 2018
    Hi Brian If you go on the home page were you select your book, left hand side there will be an option, I think it is Accounts, select that, then Staff Access, then add user. Hope this helps. Kind regards Kim Chapman
  • Brian AndersonBrian Anderson Member Posts: 4
    edited November 2018
    Hi Kim

    Many thanks for your reply. I can not find "Staff Access". Is this because I am not using Payroll?

    Thanks Brian
  • RavRav Administrator Posts: 9,879 Administrator
    edited November 2018
    Hi Brian,
    You'll find the Staff option on the Reckon Portal screen, just click on the 'Account' option on the left to expand and then 'Staff'

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  • Brian AndersonBrian Anderson Member Posts: 4
    edited November 2018
    Hi Rav,

    I found the "Add Staff" however it want's me to enter a users name or email to find a Reckon User.
    I am wanting to add/create a user not find one.

    Regards
    Brian
  • edited November 2018
    Hi Brian Thanks Rav. Are you clicking on the three dots, if so you are in the wrong place. You need to select Accounts from the drop down menu on the left, the select staff. It will search there email address (all users need an email address), if it can't find them, it will prompt you to add them, it will then send them an email prompting them to validste and setup a User. Kind regards Kim Chapman www.cosbiz.com.au
  • Brian AndersonBrian Anderson Member Posts: 4
    edited November 2018
    Hi Kim

    I really appreciate your help.

    I have been in the correct area but had not entered their email address. I was entering their name instead of an email address.

    Once again many thanks

    Brian
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