Adding and Managing Multiple Users in Patriot
Background
You can add users to your Patriot Software account for both accounting and payroll. While you can limit some company-level administrative tasks from these added users, they will be able to access all other pages for payroll tasks and all accounting tasks unless you have Accounting Premium.
如果您是爱国者的合作伙伴并管理用户访问客户公司，请参阅合作伙伴：Managing Multiple Users for your Clients in Patriot.
How to add and manage users in Patriot
- Go to Settings> User Settings> Manage Users
- 如果您尚未添加任何用户，则只有您作为原始用户和管理员将出现在您的列表中
- Click “Add New”
- Enter the email address for the new user. Patriot will email an invitation for this new user to register.
- 选择您希望用户访问的整体公司权限。您可以选择以下内容：
- Manage Company Info– This allows the user to view and edit company name, address, and the main point of contact.
- 付款设置– This allows the user to view and edit your company bank account for paying taxes and direct deposits, apply/cancel your direct deposit, and your company credit card for monthly payments.
- Manage Users- 这使用户可以添加更多用户并管理用户列表，包括权限。
- 即使添加用户，您也可以随时编辑这些权限。对于您限制的任何许可，用户将看不到链接或可以访问这些页面。
- Click “Add User”
At this point, you will be taken back to the “Manage Users” list. This user’s status will be “Pending” until the user relieves their registration email and completes the sign-up process. While they are pending, you can resend or cancel the invitation.
用户将收到来自support@patriotsoftware.comwith the subject line, “New User Registration for Patriot Software.”
在电子邮件中，用户应单击链接以完成注册。注册页将打开。用户将输入他们的名字和姓氏，并选择自己的用户名和密码，或者如果有活动的Google帐户，则使用Google单登录。有关更多信息，请阅读，“Using Google Single Sign-on.”
Once the user has completed their registration, they can now log in and access your Patriot account.
用户限制
添加的用户可以执行与原始用户相同的薪资任务。如果您有会计保费，则可以为每个用户设置进一步的限制。有关详细信息，请参阅会计保费客户：在爱国者软件中设置用户权限。vwin彩票开户
There are some restrictions when more than one user is working on the same page at the same time, such as running a payroll or editing information, that will prevent a user from continuing. This is a safety feature that will lock out a user until the first user has completed the task. In this case, the user will see a message that this page is currently in use.
Resending and Cancelling User Invitations
When a user’s invitation is still pending, meaning, they have not yet completed their own user sign-up process, you may either resend the invitation or cancel the user invitation.
在“管理用户”页面中，单击行末尾的编辑图标。
在页面顶部，单击“重新邀请”或“取消邀请”。
If you cancel a user invitation, the link in the user’s email invitation becomes invalid, and they will not be able to sign up as a user. The user will be removed from your “Manage Users” list.
灭活用户
If you no longer wish to grant a user access to Patriot Software, on the Manage Users page, click the Edit icon at the end of that user’s row.
- Change the Status from Active to Inactive.
- Click “Update User.”
- Any credentials using Google Single Sign-on (SSO) will be disconnected.
你可以切换“Inacti展示ves” switch at the top of the list to either include or exclude the inactive users.
如何在帐户上更改管理员
ONLY the admin of the account can change information on the admin account to another person. If you do not have access to the admin account you will need to contact support.
By default, the administrator of the account is set to the person who signed up for Patriot and is the main contact on the account.
If you need to change the administrator on the account, the current admin will need to change the contact name on the account.
Step 1: Go to Settings > Company Settings > Company Info. Click “Edit”. Update the first name, last name, and email address as needed.
请务必选中“更新我的用户电子邮件”框，以恢复和更新用户名和密码。
Step 2: Next, go to Settings> Company Settings > Manage Users. Click edit to change the information of the current admin on the account to the new admin’s information. Click Save
步骤3：转到设置>用户设置>管理登录信息>选项卡以更改多因素身份验证。将多因素恢复更改为新的管理员电子邮件或手机号码，然后写下“恢复代码备份”。单击保存。您将被登录，需要重新登录恢复代码备份。
Step 4: Create a temporary password: Go to Settings> Company Settings> Manage Login Information> Change Password tab. Change your current passwords with a temporary password for the new admin. Click Save.
步骤5：更改用户名：转到设置>公司设置>管理登录信息>更改用户名选项卡。为新管理员创建一个新的用户名。您还需要输入步骤4中创建的新密码。单击保存。
Step 6: Change email address: Ensure the email has been updated from the email change in Step 1. If it is not updated, change the email address to the new admin. You will need the NEW password from Step 4 to update the email recovery. Click Save.