Adding Multi-Users
Step 1:
Select “Clients” and then “View Clients” from the menu at the top of your screen.
Step 2:
Select “View” beside the company you would like to add the multi-user to.
Step 3:
At the bottom of the page you should see the section called “Account Multi-Users”. Select the “+” button on the right corner of this section.
Step 4:
Now you will be brought to the “Existing Users” page. You can now search for the existing user that you wish to add to this client.
Step 5:
Once you have found the user you are trying to add you are able to select the “Add User” button beside the user.
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