- Have all other users log out of the company.
- Open the company and go to Maintain, Users, Set Up User Security.
- If you have the company shared, select Yes when prompted to Pause sharing
- Select New User.
- For an existing user, select Edit User's Rights (or Roles)
- If the user shows on the list with an asterisk, select Add user to this company
- Fill in the User name, Password, and Email.
- Select the user's level of access and save the record. Repeat the steps above to add any other users as needed.
- When done, click Save and close.
- A shared company will automatically resume sharing and send invitations to the users.
If you haven't yet shared the company: - Share the company.
- Users will receive an invitation email to join the shared company. They'll receive a prompt to create a Sage account if they don’t already have one.
- The users can then download the company.
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