Support Centre

How to Create a New Clerk ID

Updated on

The following article shows you how to create a new Clerk ID. 

For more information about this topic, you may find these references helpful:

How to Create a New Clerk ID

Within the Clerks module:

  1. Select the Add button
  2. Complete the following required fields:
    • Login Name, First name, Last name
    • Select the Password button to create a password for the new user
    • Select one of the following Main User Role: Owner (Administrator), Clerk, or Accountant
  3. Select Ok to complete the Clerk ID

Note that there are Password Requirements and a 90-day password expiration applicable for each Clerk ID password.

Previous Article How to Access & Navigate the Clerks Module
Next Article How to Change a Clerk ID or Password
Have a question for us? Submit a Support Case