Setting up External User

To set up the TSG Engineering External User, follow these steps:

1. Navigate to Company.

2. Select the Admin tab.

3. Click on External users.

4. Select Edit next to Service Provider intacctps and enter the following:

   • Last Name = intacctps

   • First Name = Services User

   • Email address = Leave email address that auto-populates in place

   • User Name = Services User

   • Default admin for new services users = Full

5. Click Save.