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Sondra, Port Orange
December 7, 2014 10:50:03 AM
In reply to Sondra, Port Orange
Thank you for visiting TD Helps today, Sondra. We will be glad to assist you to add a sub-user.
Sounds like you have a TD Small Business account and are currently using TD BusinessDirect website. In order to add your accountant as a Sub-User, please follow the steps below after logging on to your account from here: http://bit.ly/1rvBmq8
-Click on Users
-Click on Add New Users button which is located on the bottom right corner
-Please complete the required fields such as User ID, Password, First name and Last Name, and then click on Add User button
Once a Sub-User is added, you may click on Manage Roles to assign different roles to your Sub-User.
We highly recommend checking out the Users and Roles Tutorial for the detailed step by step instruction. Users and Roles Tutorial link can be located on the left side of the screen on the Users page, underneath Help & Related Tasks.
If you need additional assistance while adding Sub-User or setting us your Sub-User role, our dedicated Small Business Team Specialists are here 24/7 to assist you. They can be reached at 800-493-7562.
If we can assist you again, please feel free to write to us anytime! We hope this helps and enjoy your day.
LiShu R, Mount Laurel
December 7, 2014 10:52:31 AM