Please note: only the admin user on the account will be able to create, modify or delete team members.
1. Log into your QuickFile Dashboard.
2. Select the “Account Settings” option in the main horizontal menu and select “Team Management”.
3. To add a new user, click on the “Add a new team member” button:
4. You will now be presented with a dialogue box to provide the user’s full name and email address. You can manually create a password or have one automatically created by QuickFile and emailed to the user.
Please note: A single e-mail address can only be registered to one account with the regular QuickFile service. For multiple account management features please use our Affinity service.
5. Once the account has been created the new user will be able to log in from your dedicated area (e.g. https://mycompany.quickfile.co.uk).
Find out more about 2-factor authentication here
To find out more about user privileges click here