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How to Add Users

Follow the steps below to add new users through the C9 Portal.

  1. Log in to the C9 Portal.
  2. Click the Manage Users icon ().

  3. Enter the required user information.

  4. Enter contact information.

  5. Select a security group.

  6. Assign access to QuickBooks.

  7. Select payment options.

  8. Click Save User to complete the user setup.

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