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How to setup a Company User

Click Settings/Help then Company Settings and then Company User.

Here you can decide if it's for an Employer/Payroll Staff, Manager or Accountant, for this example we are using Employer/Payroll.

Please view 'How to setup Manager Access' or 'How to Authorise an Accountant' for more detail on them.

Click add, Type in the user name and user code. Then assign the user to a group. If the user group is not there, you will need to create it.

Please view 'How to add or alter a Company User Group'  for information on how to create one 

Assign the user a password, then click Submit Changes.


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