Overview
An Accounting Seed user must first be set up as a Salesforce user.
- Log into Salesforce and navigate to Setup.
- Salesforce Classic: Click Setup on the menu bar at the top of the page.
- Lightning Experience: Click the Gear icon on the menu bar at the top of the page and click Setup.
- Navigate to Installed Packages.
- Salesforce Classic: Select Build on the left navigation menu and click Installed Packages.
- Lightning Experience: Enter Installed Packages in the search textbox.
- Click Manage Licenses beside the Accounting Seed Financial Suite package.
- When the Installed Packages page displays, click Add Users.
- Select users from the Available Users list by clicking the checkbox to the left of each name.
- Click Add.
- If you are using the Orders & Inventory module, repeat these steps to allocate licenses for that package.
Deallocate Licenses
- Navigate to Installed Packages.
- Click Manage Licenses beside Financial Suite and Orders & Inventory.
- Click Remove beside a user’s name.
Comments
2 comments
There is no app setup section
Hi Sonja, The Accounting Seed probably has not been installed yet.
Installation instructions are here:
https://support.accountingseed.com/hc/en-us/sections/203856337-Installation
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