johnnybeach2020

Level 1

Question

how do I grant new user permission, i am primary administrator

Forum|Forum|9 months ago
September 27, 2025
2 replies
14 views

No text available

ProSeries Professional

Level 15

https://accountants.intuit.com/support/en-us/help-article/access-permissions/manage-users-proseries/L08oFa723_US_en_US?uid=mg2lovxp

Answers are easy. Questions are hard!

Level 3

Log into your Intuit / ProSeries account as the administrator.
Go to User Management (or “Manage Users”) in your account settings.
- This is under Account Management → User Management in ProSeries
In the “User Management” area, you can add a new online user.
- There is an “Add user” or “Invite user” option.
Enter their first name, last name, email, and assign a role / permissions level (e.g. full access, restricted access) depending on what you want them to be able to do.
The new user will receive an invitation email with instructions (often including a link to reset their password and activate the account).
If needed, you can resend the invitation from the User Management page if they didn’t receive the activation email.