Setting up a Sub-user Account

Step 1 (:15) - Setting up the account

Step 2 (1:15) - Defining the Point Store

Step 3 (3:51) - Granting Access Rights

Step 4 (4:50) - Granting Usage Rights

Step 5 (5:24) - Downloading/Inheriting Reports

Step 6 (6:08) - Clearing FinxS Portal Agreement

Step 7 (6:42) - Updating User Settings

*Please note Subuser accounts should only be created if the individual anticipates using over 100 assessments within a year.