How to Add or Remove Users from the Account Management Portal

Modified on: 2019-04-15 13:57:52 -0400

If you have been upgraded to rev530 or higher of Pro Cloud, you can manage your account users yourself using the Account Management Portal.

You can access the portal by going directly to or from within the software.

1. Click File - Company Information and Settings

2. Click Users & Security - Account Management Portal

3. Takes you to the Account Management Portal where you enter your Username and Password

4. To Add a User click Add a User in the lower left hand corner.

To Disable a User click the checkbox next to the User that you want to disable.

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