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  • Section: AccountEdge Connect
  • Last updated: June 3, 2019, 4:42 p.m.

Set Up a New User Account in Connect

  1. Log into with the admin account.
  2. In the upper right corner choose Welcome > Settings.
  3. In the upper left corner select Users.
  4. Select an Employee or Vendor card file.
  5. Make sure they have an Email Address entered as this will be their User ID.
  6. At the bottom of the window click on the green Activate button.
  7. A message should appear at the top of the window informing you that the activation instructions have been sent to this user.
  8. Ask this user to check their email and follow the instructions there to activate their account. ***Note: If they don’t see the email they should check their spam/junk mail as it sometimes can go in there.