It would be helpful if you could answer the persons question. I have that question also. But I'm trying to set it up for a client as an accountant user. I can't find any info on it it requires a specific subscription level or a specific user type (IE, can only the primary admin set this up). Any help on this question would be appreciated. If you don't have an answer, please don't reply with some mumbo jumbo about reaching out to support as this only adds to the frustration. Thank you for your understanding.