Help Center Home > Modifying Administrators

Modifying Administrators
1) To modify a Firm Administrator, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password. 

2) Click on “Add/Modify Administrators” in the Portal menu.

3) Select an administrator from the drop down menu.
4) Click “Portal Login Information” to edit the administrator’s password.
5) If you have an Online Accounting subscription enter your administrator’s information.
6) Modify the administrator’s access rights.
7) Click save when you are finished.

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