How to create login access for clients account created via my affinity dashboard

Affinity
1

I tried to read all questions and answers but still cannot get my head around it: I am affinity user and I am setting up few accounts on behalf on my clients, which I will be administering. Clients need their own access via their own login, to upload receipts, bank statements etc.

How do I set up access/login for my clients to their accounts, which were set up by me via affinity dashboard?

2

Hi @DorotaD

The login details for profiles created using Affinity would be the same as a stand alone QuickFile account.

  1. You would need to first login to the account
  2. Go to Account Settings >> Team Management
  3. Create a new user

And that’s it!

Please let us know if you need further help :slight_smile:

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