Adding Accountant as a user

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Lyn_10072495
Lyn_10072495 Member Posts: 56 Reckoner Reckoner
in Accounts Hosted

I have a 5 user licence. I already have 3 people accessing the file. The Accountant has requested login (which I have approved) and has said he already has an UserID number to access Reckon files. How do I add him as a user to our file without creating a new User ID?

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  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 472 Reckon Staff Reckon Staff

    Hi @Lyn_10072495

    For your accountant to access your company file, you can have the file shared with him under his Reckon Account Hosted - User ID.

    Please find the attached article for your reference - How to share company files in Reckon Accounts Hosted - Reckon Help and Support Centre

    Also, when you have the file shared with him, you can create a user credential for your accountant with required permissions for him to use while logging-in the file.

    This can be done as in the screenshot provided below -

    image.png


    I hope this helps. Please feel free to reach out if any concerns. Thank you!

    Regards

    Tanvi

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