Add a new user

Add a new user

This guide offers step-by-step instructions for adding users.

1) Click the Users icon.



2) In the Users page, click the Add a user button.



3) Choose between User or Client and enter the First Name, Last Name and the Email Address.



4) Click Send Invite to proceed.




WarningA user who already has an account with generate.TAX (as an owner or user) cannot be invited again.

5) The user will recieve an email to Activate the account.



6) If they misplace the email, you can click on the Resend email button next to the user.


7) Enter a strong password to activate the account and use Submit to login to generate.TAX.



Idea
Success! You have added a new user.





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