User Registering and Editing a User Profile

User Registration

A new user is required to be set up by the firm's Active Ledger Administrator. After being set up the user will receive a registration email as shown below:

Clicking on Register Account will direct the user to the registration page. From here the user can update their details and password as shown below: 

Clicking on Register will register the user and automatically log them in and redirect them to the Firm's Dashboard.

Editing a User Profile

To edit a user profile, from any screen, select Profile from the top right-hand drop-down menu. 

A standard user can update the following items:

  • Email Address
  • First Name
  • Last Name
  • Gravatar*

After all required changes have been made to the user profile, select Save and Close.

Note: Only a user with admin rights can edit a user's office(s), team(s), privileges and active/inactive status.


An 'avatar' is an image that represents you online—a little picture that appears next to your name when you interact with websites. A Gravatar is a Globally Recognized AvatarYou upload your image and create your profile just once, and then when you participate in any Gravatar-enabled site, your Gravatar image will automatically follow you there.

If you have a account already then you can use that, or you can create a new one

Once you have created a account using the same email address you log into Active Ledger with you will have created your profile image and it will be displayed after a short while. 

Next article: Adding and Editing Client Groups and Entities

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