How do I create a customer account?

Left-hand menu > My user > Customer accounts

To create a client account, please follow these steps:

  1. Click on your name to open the menu.

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  2. Click on “Client Accounts” to access client account management.

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  3. Click on “New Account” to begin creating a new client account.

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  4. Fill in the company information fields.

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  5. Once completed, click “Next” to continue setting up the account.

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  6. Select the employees who will have access to the account. The account administrator is selected by default.

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  7. Check the boxes for the employees you wish to add.

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  8. Choose whether or not to display the Human Resources section.

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  9. Enable this option if you want to give the client access to the account.

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  10. 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.

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  11. Fill in the corresponding information — the client will receive an invitation by email.

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  12. Once finished, click “Save” to create the account.

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Pour éditer le compte client :
  1. Click on the corresponding account.

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  2. Make the necessary changes.

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  3. Make the necessary changes.

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