Left-hand menu > My user > Customer accounts
To create a client account, please follow these steps:
- Click on your name to open the menu.
- Click on “Client Accounts” to access client account management.
- Click on “New Account” to begin creating a new client account.
- Fill in the company information fields.
- Once completed, click “Next” to continue setting up the account.
- Select the employees who will have access to the account. The account administrator is selected by default.
- Check the boxes for the employees you wish to add.
- Choose whether or not to display the Human Resources section.
- Enable this option if you want to give the client access to the account.
- Select the sections the client will have access to. Please note that they will not be able to access any other sections than those selected for the fiduciary.
- Fill in the corresponding information — the client will receive an invitation by email.
- Once finished, click “Save” to create the account.
- Click on the corresponding account.
- Make the necessary changes.
- Make the necessary changes.