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Your sign-in (and giving staff theirs)

How sign-in access works: one admin login for the books, and separate limited logins for employees.

1. The first login is the adminThe very first visit to your app shows "Create your admin login" — that account is the administrator for your whole company.
2. Signing in after thatEveryone running the books signs in from the regular Sign in page with that username and password.
3. Check who's signed inThe top right corner of every screen says who is signed in, under "Logged in as." Click it for Settings and Log out.
4. Give someone else a loginIn Books & Payroll, open Chart of Accounts and click the Users chip. Under "Add someone," type a Username and a Password of at least 8 characters, pick a Role (Staff for day-to-day work, Admin to also add people, Time keeper for the clock only), and click "Add user." Each person on the list has "set password" and "remove."
5. Staff logins are separateAn employee can have their own limited login that can only see their own pay. It is made on the employee's form, under "Portal login" — see the guide "Give employees their own paystub login."