Create new user in Reckon One, Delete the user, share the book with accountants

Legacy KB ID: 5559

Question

How to create a new user to my Book? How to Remove the users from the Book? How to share the book with my accountants/partners?

Answer

In Reckon one, adding new user/staff to the book or sharing the book with an accountant, all the user and permission to the books is handled via the Portal.

Please click here to open the article from our Customer Portal section on how to create a new user, how to Delete a user and how to share a Reckon One book with a new or existing user.

Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonone

Or

Log a Support Ticket: https://www.reckon.com/au/support/