To do the setup at the Modern View:
1. Go to Admin, Administrator Settings, User Management, and select Company.
2. To create a new user, go to User Accounts and select Roles.
3. Click Add and add a new User ID.
4. For User Access, Choose Menu Access Permission.
To do the setup in Classic View:
1. Go to Control Panel, Manage Users, and select Company.
2. To create a new user, go to User Accounts and select Roles.
3. Click Add and add a new User ID.
4. For User Access, Choose Menu Access Permission.
Accounting Setup & Maintenance: Create New User ID in UBS Accounting and Billing
Guides on creating and managing user access in UBS, including adding new employees, setting up user IDs and passwords, giving access to previous year databases, and resolving issues such as dimmed buttons or setup errors.
Updated over 2 months ago