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Access Ledger - Add a new user in Access Ledger

Updated over 3 weeks ago

To add a new user to your practice, the Admin user will need to follow these instructions.

  1. Navigate to the Admin Centre.

  2. Select Practice from the Organisation section.

  3. In the Practice Users section, click + User to open the User Details dialogue window.

    1. From the User drop-down list, select the required user.

    2. From the Security Role drop-down menu, select Admin to give the user Administrator rights.

    3. From the Partner checkbox, select accordingly, by selecting this box, you have the option to make this user a Manager.

  4. Click Save to display the newly added user.

To find out more information about Users, their roles, and permissions, see the Administrator User Guide.

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