Add a new user

If you are an Administrator, you can add new users to your account. If you are not an Administrator user, please contact your Administrator to manage users.

Jump to:

Add a user

  1. Select Settings
  2. Select Users under the Permissions section
  3. Select New
  4. Enter your team member's information
    • First name
    • Last name
    • Email address
    • Time Zone
    • Select a role
      • Note: on Subscription-Free basic accounts, the only role available is Administrator
  5. If you are adding a user to a client on an accountant's console, and the email domain of the new user matches yours, check the box This person belongs to 'name of accounting firm' if you want the new user to also be added to the console as a Team Member automatically
    • If you check this box, please allow up to 5 minutes for the user to appear on the console
    • This is important to avoid possible extra charges if the user is also a console team member that you have not added to the console yet
    • If the user is already on the console, leave this box unchecked
  6. Select Save
  7. Designate the email preferences for this user:
    • Whether this team member receives emails immediately for each new task that requires their attention
    • Frequency of To-Do List summary options
      • Daily (Monday-Friday)
      • Weekly; you select the day of the week
      • Monthly; you select the date(s) of the month
      • Never
    • Each user can also customize their own email preferences once they are able to log in.

Users pending Dual Control approval

If you have Dual Control enabled, new users will be pending approval after you add them. You can view users pending approval in the user list.

  1. Select Settings
  2. Select Users under the Permissions section
  3. Check Show Pending Users

Any users with the Pending status under the Active? column are pending Dual Control approval. Another Administrator user must approver the user before they can access the account.

What the new user sees

We send the new user an email with instructions to activate their profile and create a password.

Note: the new user invitation email link expires after 30 days. If the new user uses the expired link, we'll take them through a quick process to get a new link.


If the new user doesn't receive their welcome email, or they accidentally delete it, they can get a password reset email:

  1. Go to
  2. Select Login
  3. Select Reset your password