NetAsset Sample Co.

Accounting FirmYour Firm

Setup

Client customisation is covered in Module 3 · Lesson 1.

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.

User AdminCreate New User

Primary Information

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

Client	Client ID	Asset Portfolio	Client ID	Client Access
NetAsset Sample Co.	Z00000000000119D5A	18	SAMPLE-001
Sample Holdings LLC	Z00000000000119E02	0

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