ProWeb: How to Add an Admin Contact / Login

Description:

This article provides step-by-step instructions on how to add an additional Admin or Partner Contact to your tax software account. This process allows you to create separate login credentials for another authorized user who will have administrative access to the software. (Note: This procedure is not intended for adding preparers.)

Process:

1. Log in to your software.
   

   

   
   
   

2. Click on Company Contact Setup.
   

   

   
   
   

3. Click Add Contact.
   

   

   
   
   

4. Enter the contact person’s information.
   

   

   
   
   

5. Enter their Email Address and Cell Phone Number.
   

   

   
   
   

   • Be sure to check the boxes beside the messages:
     “Allow multiple accounts to use this Email Address” and “Allow multiple accounts to use this Cell Number.”
     
     
     

6. Create a unique Username and Password.
   

   

   
   
   

7. Add a Phone Number.
   

   

8. Click Continue.
   

   

   
   
   

9. Provide the new contact with the Admin credentials you created for them.