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Avalara Help Center

Can I add another user to my account?

Overview

You want to know how to add access for another user to your TrustFile account.

Environment

TrustFile

Resolution

  • In TrustFile for Accountants click Manage Staff (on the right-hand side of the home screen) > Add staff
    • The staff you add will get an email allowing them to set their own password.
    • That new user can then log in using their own e-mail and password.
  • TrustFile includes access with one login, if you do not see the options above, contact us to convert your TrustFile to the TrustFile for Accountants version
    • TrustFile for Accountants lets you add any number of clients (company profiles) and users
    • We automatically provide TrustFile if you signed up for Merchant service, or had one company prior to using the web-based version and were converted

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