1. From the Avalara Home page, go to Settings > Users.

2. Select Add a User.

3. Enter the person's name, email address, and user name. The username must be unique, but multiple users can share the name and email address.

• First Name: Flow

• Last Name: Finance

• Email: Please use your account specific FlowFi email address! 

• UserID: Please use the userID provided by the FlowFi team!

4. Decide what the person can access. Select Account access to give them access to everything within your account, including all companies, child companies, and settings.

5. Decide how much they can do with their access. Select Limited access user to navigate to and view anything, and generate and download reports.

6. Select Add and Send Invite