Skip to main content

Access Ledger - Add a new user in Access Ledger

To add a new user to your practice, the Admin user can follow these instructions from within Access Ledger or in the Integration Server.

User Management in Access Ledger

  1. Log in to Access Ledger as an Administrator user.

  2. In the top-right area, click your profile name, then click Admin Centre.

  3. Select Practices from the Organisation section, then select your practice.

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

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

    2. From the Security drop-down menu, select the appropriate setting.

    3. From the Partner checkbox, select as needed; selecting this box lets you make this user a Partner and/or Manager.

  5. Click Save to display the newly added user.

User Management in Integration Server

  1. The Integration Server system administrator can log in to Integration Server.

  2. Under User Management, click Add User.

  3. Enter the user details, including an email address.

  4. Add the user to your practice by clicking the +Assign button.

  5. Tick the Practice, then click Assign.

  6. Assign applicable roles and the products the user will require access to, then click Save.

Further learning

For a deeper look at user management and permissions across the Access Accountants suite, the following training module is available.

Did this answer your question?