NetAsset Sample Co.

Accounting FirmYour Firm

Setup Users User Access Department Location Asset Settings Asset Types Depreciation Methods SALT Filing States

Setup

Client setup is covered in Module 1 · Lesson 2.

Users

This Client has not created any Users.

User Access

Edit	User	Role	Account	App	Dates

Not part of this lesson

Open the Users or User Access tab.

Your Firm

Setup Users User Access Asset Types Client Type Templates

Users

Name	Email	Status

1 - 2

User AdminCreate New User

Primary Information

Client

First Name *

First Name must have some value.

Last Name *

Last Name must have some value.

Email *

This becomes the sign-in identity.

Email must have some value.

Additional Information

Title

Business Phone

Address Search

Street

City

State

Zip Code

Country

User Admin

Primary Information

First Name

Last Name

Email

Title

Access

Role	Account	App	Dates

Clients

Client	Client ID	Asset Portfolio	Client ID	Client Access
NetAsset Sample Co.	Z000000000000DEMO6	18	SAMPLE-001
Sample Holdings LLC	Z000000000000DEMO7	0

1 - 2

Module 2 · Lesson 1Add a user and grant the right access

NetAsset Sample Co.

Your Firm

User AdminCreate New User

User Admin

Clients