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How to create additional user accounts?
We are evaluating Free Agent with a free trial (Universal account). I would like to give access to my partner so he can check Free Agent as well. How can I create additional user accounts?
I’m confused
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Inappropriate?Hi Igor
To create a new user in your account, just go to Home > People and click New User. -
Inappropriate?Sounds simple right? Except that there is no People option under Home for me. All I have is "Getting Started", "Add a Contact", "Add a Bank Account", "Add an Invoice", and "Add a Project".
I read a similar post on the same subject and solution was to add dates and other information to the Company Details. I did that, but still no People option under Home. -
Inappropriate?Hi Igor
I see, you're in the 'Getting Started' process. This is our set up process which (we hope!) guides new users through a few key functions of the application.
To add a new user you first need to add a contact, a bank account and an invoice or project. Once you've done this you'll see the Overview page with the People option in the left-hand navigation.
Let me know how you get on.
EMPLOYEE
