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How do I setup multiple users?

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Question
How do I setup multiple users?

Answer

To create additional preparer login access (multiple users) within OLTPRO WEB Software

  1. Go to the Setup Tab and select Preparer Info
  2. On the bottom right of the screen, choose Create New Preparer
  3. Create login information for the preparer and set their privelages
  4. Then, select to Add new preparer on the bottom right and input their preparer data. Save and Continue when done.
  5. Follow the same steps to add an additional preparer

Note: To add additional preparers, you must be logged in as the Admin Preparer on the account.

To create additional preparer login access (multiple users) within OLTPRO Desktop Software

  1. From the Setup Tab, select the Preparer sub-tab
  2. By default, the screen will be blank allowing you to input information for the new preparer including setting up their privelages and login information.
  3. Once you have input their information, choose Add Preparer on the bottom right.
  4. This preparer is accessable for editing/viewing at anytime by double clicking on their name from the list on the right side of the screen.
  5. To add another preparer, follow these steps again.

Note: You must be logged in as the Admin Preparer in order to add preparers to the account.


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Article Details
Views: 611 Created on: Jun 15, 2013
Date updated: Sep 29, 2015

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