The following article shows you how to create a new Clerk ID.
How to Create a New Clerk ID
In the Clerks module:
- Select the NEW button
- Complete the following required fields:
- IDENTITY: Login Name, First Name, Last Name
- ACCESS: Select one of the following Roles: Owner (Administrator), Clerk, or Accountant
- Select the SAVE button
- In the Set Password popup, use the PASSWORD fields to enter a password for the new user that meets the listed requirements
- Click the SAVE button
The new Clerk ID will now appear in the list of active Users in the left-side panel.
