We're so excited to be your trusted accountants! 🎉 Sharing your Halaxy access is a breeze! ✨ Just follow the step-by-step guide below:
1. On the sidebar, click Settings > Users.
2. For the practice group, click the Add User icon.
3. In the pop-up window, set the following details:
- Name: Enter Diana Todd.
- Role Type: Select Administrator.
- Profession: Select the user's profession.
- Email / Confirm Email: Enter [email protected].
- Password / Confirm Password: Enter a temporary password. Please ensure the temporary password is shared with us to complete the login to the Halaxy account.
- Access Level: Select Full Access and check the box for Financial Information.
4. Click Save.
👉 Here’s a handy visual guide you can follow:
1. On the sidebar, click Settings > Users.
2. For the practice group, click the Add User icon.
3. In the pop-up window, set the following details:
- Name: Enter Diana Todd.
- Role Type: Select Administrator.
- Profession: Select the user's profession.
- Email / Confirm Email: Enter [email protected].
- Password / Confirm Password: Enter a temporary password. Please ensure the temporary password is shared with us to complete the login to the Halaxy account.
- Access Level: Select Full Access and check the box for Financial Information.
4. Click Save.
All set! Super quick and easy! 😍