All the information for your Rightworks hosting account is found in the AppHub portal for Rightworks . This website allows you to view account information, add, remove, or edit users, update billing information, and install applications for your Rightworks Hosting profile. This article discusses the initial setup that is required for the Account Owner (hereafter referred to as you) when your Rightworks Hosting is established.

During the initial on-boarding process, you will receive an email with a link to activate the initial account. Click the link Activate Your Account. A web page will open and you are prompted to enter your username (email address) and select a Rightworks password. This password will be used for both the AppHub portal for Rightworks and your log in to the Rightworks desktop. Password requirements are detailed on Rightworks - Passwords.

Steps

You will be logged in to the AppHub portal for Rightworks. Five steps are needed to complete the initial setup of your Rightworks profile.

1. The first step shows what packages have already been purchased for your account. Click Next to continue.

2. Step two allows you to add your existing QuickBooks license to your Rightworks account.

• If you do not use QuickBooks, click Next.

• If you do plan on using QuickBooks in your Rightworks desktop, click Add License to enter your license information

Note  QuickBooks is purchased separately from Intuit and is not supported by Drake Software. This step simply allows you to utilize your QuickBooks license on the Rightworks desktop. If you will be using QB in the Rightworks Desktop, you will have to choose an Accounting Add-on in the next step.

3. This next step allows you to confirm the packages and add-ons that will be used for your Rightworks account. Leave the selection on Drake Software and click Next.

• The next window allows you to select Add-on programs, and Accounting Add-ons (including QuickBooks). Note that you do not need to purchase an Accounting Add-on in order to use Drake Accounting in your Rightworks desktop; it is included in the Drake Software Package.

• If needed, click Add on the desired Add-on product. When you have finished making your selections, click Next.

4. Step four allows you to set up additional users and assign packages to those users. Your name will be displayed in the list of users.

• Click Add User to set up additional users (preparers or office staff) who will need access to the AppHub portal for Rightworks and/or the Rightworks Desktop.

• See Rightworks - Users for more information on user roles.

• You can also set up users at a later date through the AppHub portal for Rightworks. When ready, click Next.

5. The final step shows a summary of the items discussed above. Click Continue To My Account to proceed. The setup wizard will show. You can also access this later from the AppHub portal for Rightworks.

• Now that the AppHub portal for Rightworkshas been activated, you can download the setup wizard to finish setting up your computer to access the Rightworks Desktop.

• Steps vary depending on whether you are a Mac or Windows user. See Rightworks - Accessing the Rightworks Desktop (Windows) or Rightworks - Accessing the Rightworks Desktop (Mac) for details.