On the Setup Team Members screen, click the down arrow to the right of Setup Team Member and choose Add Team Member from the dropdown menu.
Fill out the fields on the Create Team Member screen as follows:
First Name *Required - The Team Member's first name. By Default, this is the name that will be listed on the Assigned To dropdown when you are creating a new Aero. After you are done creating the user, you can edit them to change the team member's name.
Last Name *Required - The Team Member's last name.
Email Address *Required - The email address will be their username. The invitation to log into Aero with their temporary password will be sent to this address.
Security Level *Required - There are 8 different security levels in Aero. To figure out which security level you want to use see how to choose a security level.
Manager - You can pick the manager here. The dropdown lists other team members that have been added to Aero.
Hourly Billable Rate - You can designate a default Hourly Billable Rate for the team member. If you choose Team Member in the Billing Rate Option in Setup > My Company, customers will be billed based on the rate you set here. You can type in a rate or choose one using the up and down arrows.
Hourly Cost Rate - You can enter a weighted or unweighted hourly cost for the team member. This rate does not sync to QBO, but it is used in many Aero Reports to calculate cost and margin.
Partner -Checking this box will designate the team member as a firm partner. This information is used for calculating KPI’s
QuickBooks Entity - *Required for QBO sync. If you are syncing to QuickBooks Online, you must choose the team member's corresponding QuickBooks Entity from the dropdown menu.
Time Zone - Designate the team member’s time zone.
Active - Active is pre-checked. An inactive Team Member will no longer be able to log into Aero, will not appear in any of the Assigned To drop-down menus, and will not count towards your number of users in your subscription.
When you're done creating your new user, click the Save and Close button. The new user will be sent an email automatically.