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.