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Invite a New User to LumaTax

How to invite an accountant user to your firm's LumaTax account.
Written by Valerie Heckman
Updated 4 months ago

LumaTax allows your accounting firm team to collaborate in one central account. Follow the steps below to invite an accountant user to your firm's LumaTax account. 

Steps: 

  1. From any page, navigate to Hi, [Name] in the upper right corner, and click Users.
  2. Click the Add User button in the upper right. 
  3. Input a First Name, Last Name, and Email Address
  4. From the Role drop down, choose admin or user. The key difference is admin users can add/remove other users from the organization.  
  5. Click Add User to save. 
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