How do I set up users for my company file?

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  • Updated 5 years ago
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Setting up users in your company file is an important step when using Accounts Hosted. Here’s a guide that walks you through the basics of setting users up:

Open the Users and Roles window
  1. Select company from the top toolbar menu
  2. Highlight Users
  3. Select Set Up Users and Roles

Add a new user
  1. Click the New button
  2. Type in a new user name (we suggest the first name)
  3. Assign a unique password (optional)
  4. Confirm unique password (if applicable)
Designate specific roles and permissions for your 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:
  1. Highlight the role on the left hand side
  2. Click the Add button in the middle
  3. Click OK 
Tip: If you accidentally assign the incorrect role, highlight it in the box on the right hand side and click the Remove button. 

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.

Tip: Your users must have a Reckon Online user account to access Accounts Hosted. To do this, go to ‘Manage My Account’ and create a new sub user on your account then allow that user access to your company file.

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Posted 5 years ago

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