How do I create a new user and assign the CCH Axcess™ AutoCheck license in CCH Axcess™?

  • Article Type:
  • How To
  • Last Modified:
  • 08/06/2020

Objectives

To create a new user in CCH Axcess.
To Assign the CCH Axcess Autocheck license for users in CCH Axcess.

Environment

  • CCH Axcess
  • CCH Axcess AutoCheck
  • Dashboard

Procedure

In this video we are going to discuss how to add staff members and Assign the CCH Axcess AutoCheck license from the CCH Axcess Dashboard.

To create a new user in CCH Axcess, do the following:
  1. Open the CCH Axcess Dashboard.
  2. Click Application Links located on the left navigation.
  3. Under Staff, click Staff Manager.
  4. On the Home tab, click New > Staff.
    • Note: You can also right-click in the staff area and click New > Staff.
  5. On the New Staff dialog, select the appropriate template and click Continue.
  6. On the Staff Profile dialog, enter all appropriate information. 
    • Note: All items marked with a red asterisks are required fields.
  7. With the information entered, click Save.

To assign the CCH Axcess AutoCheck license to a user, do the following:
  1. Open the CCH Axcess Dashboard.
  2. Click Application Links located on the left navigation.
  3. Under Staff, click Staff Manager.
  4. Locate and double-click the staff member needing the CCH Axcess AutoCheck license.
  5. On the Staff Profile dialog, click Licenses/Product Access located on the left navigation.
  6. On the Select licenses/product access to assign dialog, select either CCH Axcess AutoCheck or CCH Axcess Knowledge Coach depending on which product your firm has licensed.
  7. Click Save & Close.

Additional Information

N/A

  Solution Tools
  Attachments
 Solution Id 000114064/How-do-I-create-a-new-user-and-assign-CCH-Axcess-AutoCheck-license-in-CCH-Axcess
 Direct Link
To provide feedback on this solution, please login.

Your feedback about this article will help us make it better. Thank you!