Overview

This article outlines the steps to add a new administrator to your LedgerSync account. Administrator access grants full permissions to manage firm-wide settings, clients, and users.

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Steps

1. Log in to your LedgerSync account.

2. Click on Tools in the top navigation bar.

3. Select Add Administrator from the dropdown menu.

4. Click Add Admin.

5. Enter the name and email address of the person you want to assign as an administrator.

6. Confirm the addition — the new admin will receive an email invitation.

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Important Notes

• If the person you wish to make an admin already has an employee account, you must first remove them as an employee user before adding them back as an admin.

• Failing to remove the employee account first may result in an error when attempting to create the admin account.

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If you have any questions or need further assistance, please don’t hesitate to contact our support team.