Adding an Additional Practice (Cloud)

What it is: The process of registering a second (or further) practice under an existing user's login credentials so you can switch between multiple practices from one account.

What it's for

If you work for or manage more than one accounting practice, you can link additional practices to your existing Draftworx Cloud login. This means you log in once and choose which practice to work in, rather than maintaining separate logins for each practice.

Important: Only use this process when adding a new practice to an account that already exists. Do not use it to create a completely new user account.

How to do it

1. Navigate to the Draftworx Cloud login screen.
2. Select Sign Up.
3. Enter the name of the new practice in the Practice Details field.
4. Fill in the User Details using the exact same name, email address, and details as your existing account. The information must match precisely.
5. Select Sign Up.
6. Select Login — you do not need to wait for an activation email because your account is already active.
7. Enter your existing login details and select Login.
8. On the practice selection screen, open the Select Practice dropdown.
9. Your new practice will appear alongside your existing practices. Select it to start working.

Related concepts

Source

https://draftworx.helpjuice.com/en_US/cloud/draftworx-cloud-adding-an-additional-practice

Walkthroughs:

• https://scribehow.com/viewer/Draftworx_Cloud_How_to_Add_an_Additional_Practice_to_an_Existing_User__DC005__GctsdKNkRjaLDP7nexl9_g