Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision | |||
| administration:creating_a_new_account [2025/08/11 18:39] – grant | administration:creating_a_new_account [2025/08/11 18:47] (current) – grant | ||
|---|---|---|---|
| Line 15: | Line 15: | ||
| You’ll be prompted to enter some initial details: | You’ll be prompted to enter some initial details: | ||
| - | New Account: Enter a unique account name. This cannot be changed once created. | + | ** 1. New Account:** Enter a unique account name. This cannot be changed once created. |
| - | Firm: Select the firm the account will belong to. | + | ** 2. Firm:** Select the firm the account will belong to. |
| - | Copy from Account: (Optional) Enter an existing account to copy setup settings from. | + | ** 3. Copy from Account:** (Optional) Enter an existing account to copy setup settings from. |