How to Enroll Accountant User in your Company

Overview:

Certified Accountant Partners (CAP) can be added to your company’s users to help manage your financial database. Adding a CAP does not count toward your total named user limit, making it easy to give them access without affecting your user capacity. This article explains how to use a CAP referral code and enroll the Accountant User in your company step by step.

Scenario:

Enroll an Accountant in your Company.

Solution:

1. On the Navigation Pane, click Company > Company Profile > Basic. Input the Referral Code of the Certified Accountant Partner you will invite.

2. Once done, Click the Save Changes button.

3. To enroll the Accountant, go to Account under the Navigation Pane. Click Users and click the Accountants tab.

Note: Clicking on the View List here > > hyperlink will redirect you to QNE’s Marketplace, where you can view a list of QNE Certified Accountant Partners.

4. Click the Invite button to add the email address of the Accountant.

5. On the Invite Accountant User pop-up window, type in the email of the Certified Accountant Partner, then click the Verify CAP button.

6. Input a Display Name, then click Invite.

Note: If the email did not match the registered contacts of CAP, it will return invalid.

Additional Note: If the entered email does not belong to a Certified Accountant Partner, but the invitation process is completed, the invited user will still be added but will be categorized under Standard Users.