This article shows the steps to verify the User ID in the software and on the portal
Follow the instructions below to successfully validate the user id:
Method 1 - Verify the USER ID and Password in the software:
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Login with Admin rights.
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Click Setup > Office Setup.
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In the User ID field, verify the entered value is correct.
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Click OK to save the change.
Method 2 - Verify the license has been activated in the portal:
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Log in to the CrossLink Web Portal.
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Select the correct Tax Year.
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Go to Support > Manage offices. Enter the User ID from main screen. You may need to Jump To the appropriate account when notified.
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With permission, activate the necessary licenses for that User ID.