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