1. Visit BooksHub and Click on Users Screen
2. Complete the required details
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First Name
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Last Name
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Email
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Phone Number (Optional)
3. Select the User Role
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Accountant – This role can be selected for the employees in your accounting firm
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Client – This role can be selected if you want to provide access to your client directly to Upload Invoices and Receipts
4. Click on Accountant Role
For this tutorial, I will go ahead with Accountant
5. Select Company and Close the dropdown options
Click on Assigned Companies dropdown and select the company you want to provide access to this user
6. Validate the details
NOTE: Email address is NOT editable once the user is created. Please contact support if you need additional help.
7. Click on Submit to create the user.
