Adding Users to Your SnapDesk Account

You’ve just created a SnapDesk account and are eager to get your employees using the app or maybe you’re expanding and would like to add some more users. To add them is an extremely easy process and will take no more than 5 minutes.

Quick Guide

  1. Adding Users
  2. Setting Up User Accounts

How to Add Users

The first way to add users is when you are initially setting up your Snapdesk account. We will start from the Snapdesk homepage.

  1. Either scroll to the middle of the page and click “Start 14 Days-Free” or go to the vertical bars in the top right corner and click “Log In” or “Free Trial.
  2. SnapDesk homepage showing the options to Try 14-days free, log in, or start a free trial
  3. Enter your email and a password or connect through Intuit if you already have an account.
  4. The welcome screen is displayed and you can enter the emails of the employees you’d like to invite.
  5. Set up screen prompting users to input emails to invite users to their company or saying skip step
  6. Enter the email of the employee you’d like to add and then click “Add Email.” If you need to change the email or remove it, click the “X” to the right of the email.
  7. Once you have added all the emails click “Next.” An email invitation will be sent to your employee and allow them to create an account under your company’s domain. To finish setting up, enter an area code.
  8. Set up screen prompting users to input the area code they would like their number to have or a button to skip this step
  9. Select an available number from the dropdown list and click “Register.”
  10. Set up screen prompting users to choose an available number in their area code and then register it
  11. Connect to QuickBooks if possible by clicking the “Connect to QuickBooks” icon.
  12. Select a Timezone and then click “Next.”
  13. Set up screen with a button to connect to quickbooks or allowing the user to skip
  14. Enjoy!

If you need to add more users after the initial setup, fear not, this is a simple process and can be done starting on any tab.

  1. Click on the circle in the top right corner and select “Users.”
  2. Drop down being displayed when the user circle in the top right corner is selected while on the main dashboard
  3. Hover to the bottom right corner and click the “+” to add user.
  4. The users tab being displayed
  5. Enter their email.
  6. pop up on the users tab asking to enter emails to add new users
  7. Click “Send” and an email invitation will be sent to your employee and allow them to create an account under your company’s domain.

Setting Up User Accounts

Setting up an account as an employee is even easier. To start, have them go to their email.

  1. Search for SnapDesk invitation (check your spam folder if you don’t immediately find it).
  2. Click “Accept Invitation.”
  3. The email that will be sent to a new user asking them to accept the invitation to join
  4. Enter your name and create a password.
  5. Start reaching out to your clients.

As you can see, adding new users is a painless process with SnapDesk. For more information on how to further setup users and their permissions on the app refer to our article Setting Up User Roles.