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Level 1
March 1, 2024
Question

Admin settings - I can't set up a new client

  • March 1, 2024
  • 1 reply
  • 8 views

Hi there, I'm a user underneath our firm's organization. I'm not an administrator. I need the ability to set up new users in ITO Proconnect, but when I try to set up a new client, I get an error window saying that I need to contact my administrator.

I've asked my administrator, but they can't find the admin settings to change this to let me create a user. Does anyone know of any instructions I can forward to my admin so I can walk them through allowing me to set up new clients?

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    1 reply

    March 5, 2024

    There has been a change this year, see this article for more information. 
    Instructions to help your admin can be found here: How to add users and manage permissions in ProConnect Tax