separate USER login?

WSC_Treasurer
WSC_Treasurer Member Posts: 7 Novice Member Novice Member
in Accounts Hosted

I am the Treasurer for our community choir. When I am on holiday, I want my Assistant Treasurer to operate the account as a defined USER. However, I do not wish to divulge my Admin login password to them. So how do they login with their own login user name and password, to get access to the choir account and operate it as the defined USER?

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  • Acctd4
    Acctd4 Accredited Partner Posts: 4,209 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    You set up Users within the Company File itself:

    Company (dropdown menu) > Users > Set up Users & Roles

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  • Kris_Williams
    Kris_Williams Member Posts: 4,277 Reckon Hall of Famer Reckon Hall of Famer

    Go to Company Setup Users and roles, add new user and create name and password. Select what areas of the file you want to allow her access. Then test it by logging on under the name and make sure there’s nothing she can access that you don’t want her to

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