bakersfieldtaxservices

Level 1

Question

Trying to add clients, says I am not primary admin

Forum|Forum|2 years ago
December 16, 2023
3 replies
34 views

Trying to add clients, says I am not primary admin

ProConnect Tax

This topic has been closed for replies.

Level 15

https://accountants.intuit.com/support/en-us/help-article/access-permissions/add-users-manage-permissions-proconnect-tax/L2RXqj5GZ_US_en_US?uid=lq9ngkm7

Answers are easy. Questions are hard!

Level 2

I am the only User - Primary Admin Is there a number I can call to get help.

I have a new Client and I am unable to create their client account.

When I click the button to add a client I get this message:

You don't have the necessary permissions to add or edit a client.

If you feel this is incorrect, reach out to your Primary Admin for full access.

Level 15

Contact Support EITHER https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/proconnect-tax-assistant/00/234845 OR https://proconnect.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect-tax-help/L031xWrR5_US_en_US?uid=le1lkg4y

OR NEW!!! https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/proconnect-tax-assistant/00/234845

Answers are easy. Questions are hard!