Once you have setup the Accountant Portal, you can start adding other team members who will be allowed to access and work on client data.  To do this, click Team on the left navigation panel.

Click Add Team Member.

Enter the information for the team member.  Make sure that their access type is set to either Standard or Administrator.

Standard team members can access and work on client data.  Administrators can do this, as well as manage clients and team members.

If there are any clients you want to assign to the team member immediately, you can do so in this screen.  Once done, click Send Invite.

An invitation will be sent to the team member’s email address.  They will need to confirm the invitation and either use their current login credentials or create an account to use with the portal.

The team member will be added to the list of team members, and client data can now be assigned to them.

Last updated on June 27, 2023 by FCC AgExpert