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Support Center / Onboarding / Create accounts
Add an existing user as an accounting firm admin when they need firm-level access plus admin access on a specific client, resulting in the right permissions in both Retool and Truewind.
Step 1
Start in Retool by opening the Admin Panel, because the accounting firm assignment is created there first.
Step 2
Find the existing user by email before you attach them to an accounting firm.
Step 3
Select the correct person so the firm-level role is applied to the right login.
Step 4
Filter the company list so you can attach the user to the intended accounting firm workspace.
Step 5
Pick the firm that should grant the user admin-level access before you assign their role.
Step 6
This exposes the firm-level roles available for the selected user within the chosen accounting firm.
Step 7
Use the Admin role when the user needs full accounting firm permissions instead of a lower-access role.
Step 8
Save the firm-level assignment so the user can switch into that accounting firm workspace.
Step 9
Wait for the success message before leaving Retool so you know the firm assignment was applied.
Step 10
Move back into the accounting firm workspace in Truewind to verify the user now appears in the firm context.
Step 11
Use the Members list to confirm the user is present before you assign them to a client account.
Step 12
Keep the firm-level Members page active while you verify the new admin account and prepare to assign client access.
Step 13
Use the sidebar to move from firm-level members into the client list for the next access assignment.
Step 14
This takes you to the client list where the user can be granted admin access on a specific company.
Step 15
Pick the client company that should grant this user admin access in addition to the firm-level assignment.
Step 16
Filter the client member picker so you can attach the correct existing user to the selected client.
Step 17
Select the same user you added at the firm level so the client permission is applied to the right account.
Step 18
Check the existing client role before changing it so you know whether the user is being upgraded from a lower permission.
Step 19
Set the client role to Admin when the user needs full access on that specific company.
Step 20
Save the client-level assignment only after the selected user and role look correct.
Step 21
Use the success state as the final check that the user now has admin access on the client.
Step 22
Confirm the client assignment completed cleanly before you leave the page or continue onboarding other users.
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