How to Add a New User and Create Login Credentials in ASBWorks
Step 1: Log in with Bookkeeper Access
Only Bookkeepers or District Bookkeepers can create new users, so make sure you’re signed in under one of those roles.
Step 2: Navigate to Individuals
Go to Admin → Individuals.
Step 3: Locate or Add the Individual
Search for the person by Last Name, First Name.
If they don’t appear in the list, click Add New Individual (bottom right).
Then:
Select the Individual Type that best applies.
Enter their information.
Click Save.
Step 4: Create the User Login
Click the little person icon (second icon under Actions on the right).
Enter the user’s email address.
Create a temporary password (example: 1234).
Set an Expiration Date (the date their access should end).
From the dropdown, add any accounts they should have access to.
Click OK to save.