How do I create a new user for CCH® ProSystem fx® Document?

To create a new user, follow these steps:
  1. Log into Dashboard.
  2. Click Configuration.
  3. Click Staff Manager, and select Staff.
  4. Click Add new user using AD.
  5. Select the user and click Import.
  6. Once imported, double-click the user name.
  7. Assign a security group and license.
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