Creating the first user on an account

When adding a new client to the console, the first user of each company newly added to the console will have the role of Administrator by default.

  • If selecting yourself as the first user, you will have access to your client's account.
  • If selecting the client as the first user, the client be the only user with access to the account.
    • The client would need to log in to add users in order for others to have access to the account, including anyone from the accountant's console.