The Login Details Section
The Login Details section allows Account Owners to share account access information (such as logins for bank accounts, QuickBooks, Bill.com, etc.) with their firms and other Account Owners in a secure environment. This tab is available for all entity types outside of "Individual" Accounts.
To get to the Login Details:
1. Click on the Accounts page on the left side of the screen.
2. Use the search bar at the top of the list to search for a specific Account.
3. Click on the Account.
4. Click the Login Details section in the Details tab.
To add a Login:
1. Click +Login in the Login Details section.
2. Fill out the appropriate fields.
a. Account Name
b. Account ID
c. Username
d. Password (encrypted)
e. Website
f. Notes (e.g., 'Make 401K contributions')
3. Add Security Questions
4. Click Save.
To edit a Login:
1. Hover over the Login you'd like to edit to reveal the edit icon on the right side of the record.
2. Click the Edit icon.
3. Make all necessary edits.
4. Click Save.
To delete a login:
1. Hover over the Login you'd like to delete to reveal the trashcan icon on the right side of the record.
2. Click the delete icon.
3. Click Proceed.
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