How to Create a Login Account

A New Login Account

  1. Log into the program as a user with administrator rights.
  2. From the top menu, select Setup > Login Accounts. 
  3. Click Add to open the Login Preferences window.
  4. In the Login ID box, enter a unique Login ID to be used to log into the program.
  5. In the Login Name box, enter a name for the login. This box is informational only and is useful to keep track of which person is assigned to a Login ID.
  6. Go to the Password and Confirm Password boxes and enter the desired password.
  7. Select the applicable access level from the Access Level box.
  8. In the Preparer Shortcut ID, enter a Preparer ID setup for this user

This is also the location of the RBIN (Republic Bank ID only)