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Manage Users for EasyACCT

SOLVEDby IntuitUpdated 1 week ago

Manage Users is the process of securing your data and information by requiring a login to gain access. This article provides an overview and a walk-through on verifying if you are set up to manage your employees.

By default, the current Primary contact will be the Primary contact in My Account.

Change user roles
Delete a user
Invite a user
Re-invite a user
Cancel a pending invitation
How a new user accepts your invite

Change user roles

  1. Sign in to My Account.
  2. From the top of the screen, select Account ⮕ Manage Users.
  3. Select the dropdown arrow next to the user's name.
  4. In the My Account Access dropdown menu, select the Role.
    • Users with Employee or Training and Support can't manage users.
    • Admins can download products and invite, delete, and manage user roles.

If you're viewing the Manage Users page as an admin, but admin management privileges aren't available, try clearing your browser cache.

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Delete a user

  1. Sign in to My Account.
  2. From the top of the screen, select Account ⮕ Manage Users.
  3. Select the dropdown arrow next to the user's name.
  4. Select Delete User, then Yes, Delete.
  5. From the Manage Users page, make sure the deleted employee no longer shows on the table.

If you're viewing the Manage Users page as an admin, but admin management privileges aren't available, try clearing your browser cache.

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Invite a user

  1. Sign in to My Account.
  2. From the top of the screen, select Account ⮕ Manage Users.
  3. Select Add Users/Manage Invitations.
  4. Select + Invite Users.
  5. Enter the following information to complete the invitation:
    • First Name
    • Last Name
    • Email
    • My Account Access (Select the appropriate Admin role from the My Account Access dropdown menu.)
    • Software Access (role)
  6. Select Send invite.
    • Make sure My Account sent the invitation under Pending Invitations.
  7. Under the Helpful Resources menu, select Manage Users.
  8. Select Add Users/Select Invitations.
  9. Select + Invite Users.

If you're viewing the Manage Users page as an admin, but admin management privileges aren't available, try clearing your browser cache.

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Re-invite a user

  1. Sign in to My Account.
  2. From the top of the screen, select Account ⮕ Manage Users.
  3. Select the Invitations tab.
  4. Find the user under Pending Invitations.
  5. Select the dropdown arrow next to the user's name.
  6. Select Resend Invite.
  7. A new invitation will open with the user's information.
  8. Make sure the user's information is correct and select Send Invite.

If you're viewing the Manage Users page as an admin, but admin management privileges aren't available, try clearing your browser cache.

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Cancel a pending invitation

  1. Sign in to My Account.
  2. From the top of the screen, select Account ⮕ Manage Users.
  3. Select the Invitations tab.
  4. Find the user under Pending Invitations.
  5. Select the dropdown arrow next to the user's name.
  6. Select Cancel Invite.
  7. Select OK.

If you're viewing the Manage Users page as an admin, but admin management privileges aren't available, try clearing your browser cache.

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How a new user accepts your invite

  1. If you're receiving an invitation, check your email.
  2. Open the email titled Your Intuit ProConnect Account from do_not_reply@intuit.com.
    • Check your spam folder if you don't see an invitation email.
  3. Select I accept.
  4. If this is your first time signing into the web page, click the Create an account link. If you already have an account, sign in.
  5. Once you can successfully sign in to the web page, you'll be able to view My Account.

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  • EasyACCT only accounts do not have a Realm
  • The Primary Contact in SF is the Primary contact in My Account
  • Other contacts on the account will need to be Admin in My Account to download the program and must be added by the Primary Contact
    • Agents cannot add Contacts and assign a Role to new users. Users added by an Agent will default to Training & Support in My Account, so the Primary must log in and Invite


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