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How to add a user to your Intuit Hosting Right Networks account

SOLVEDby IntuitLacerte Tax1Updated 3 days ago

Before you start

Users will need to have a package assigned to them to access the hosted environment. If you need to change the number of users that you pay Intuit for so you have more Intuit Lacerte Tax or Intuit ProSeries Tax packages available to assign, see Self-Service options for your Intuit Hosting subscription.

You can also delete an existing user or unassign a package to free up a package for your new user when needed.

In addition to providing steps on adding a New User, this article also covers assigning a package to an existing user and changing the package assigned to a user.

If a user needs Lacerte or ProSeries and also needs to install apps that aren't part of the Intuit Lacerte Tax or Intuit ProSeries Tax package, they'll need an add-on. Users can only have one package assigned to them at a time. Add-ons are billed through Right Networks and can be purchased by contacting the Right Networks’ CPA Solutions Team.

You may reach Right Networks’ CPA Solutions Team at 1-888-417-4448 x1 + Option x3. They're open Mon-Fri 9-5 ET.

Adding a New User

  1. Sign in to the Right Networks My Account portal.
    • Right Networks will be migrating accounts to use the new Right Networks AppHub. You may be redirected to this site after you sign in.
  2. Select the Users tab.
    • In the Right Networks AppHub, select Admin Console in the left column to see the Users tab.
  3. Click the Add User button.
  4. Select a role for the new user from the Role dropdown list:
    • User (catalog) lets users install apps for themselves.
    • User (no catalog) doesn't let users install apps for themselves.
    • Account Admin is similar to the Account Owner role. These users can add/remove users, assign/unassign packages and add-ons, send password reset emails to users, and install apps for themselves and other users.
    • Information about the other listed roles can be seen by hovering over the ?.
  5. Enter the new user's First Name, Last Name, and Email Address, and then click Next.
    • The email address entered can't already be in use in Right Networks.
  6. Highlight the blue Intuit Lacerte Tax or Intuit ProSeries Tax box to assign one of the packages to the new user.
    • If you want the user to only have access to the Right Networks My Account portal, or the Right Networks AppHub, then scroll down and click Next instead.
  7. Make sure the new user's information is correct on the Add User — Review Details pop-up screen.
  8. Click Add User.
  9. Send the new user these instructions on activating their account. Please note that first time setup can take up to 15 minutes per application.

Assigning a package to an existing user

If you have already added a user and did not assign them a package when prompted, they'll need to be assigned a package before they can access the hosted environment. To assign a package:

  1. Sign in to the Right Networks My Account portal.
    • Right Networks will be migrating accounts to use the new Right Networks AppHub. You may be redirected to this site after you sign in.
  2. Select the Packages & Add-ons tab.
    • In the ​Right Networks AppHub​, select Admin Console in the left column to see the Packages & Add-ons tab.
  3. Under Packages, click the Intuit Lacerte Tax or Intuit ProSeries Tax link.
  4. Select the Assign Users to Package button.
  5. Check the box in front of the user(s) you'd like to assign a package to.
    • Users can only have one package assigned to them at a time. Users that already have a package assigned to them will not be listed.
  6. Click the Assign button.
    • You may need to scroll down to see this choice.

Changing the package assigned to a user

If you need to change the package assigned to a user, keep in mind users can only have one package assigned to them at a time. Switching a user to a different package will uninstall their apps because the package controls the apps that can be installed for the user.

To change the package assigned to a user:

  1. Sign in to the ​Right Networks My Account portal​.
    • Right Networks will be migrating accounts to use the new Right Networks AppHub​. You may be redirected to this site after you sign in.
  2. Select the Users tab.
    • In the ​Right Networks AppHub​, select Admin Console in the left column to see the Users tab.
  3. Click on the name or email address of the user.
  4. Scroll down and select the Change Package button on the left.
  5. Select the desired package and select Save Changes.

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