Account Management: User Management

The User Management section allows firm administrators to add and remove users, as well as give them unique permissions to access the system. 

Please note:

Access to the User Management is only available to users who have been assigned predefined roles with User Management permissions enabled.

You will first need to navigate to the Account Management section to locate User Management. 

1. Click the Navigation Widget in the top right corner.
2. Select Account Management. 
   • A new tab will open.

Users

Add User

Once a user is added, they will receive an email invitation with a link to set up their password. 

1. Select User Management. 
2. Click Add User to open the Add User Details window.
3. Enter the new user's information.
   • Required fields will become highlighted in red if not properly completed.
   • If Multi-Factor Authentication (MFA) is enabled a mobile number is required.
4. Select the applicable User Group(s). 
5. You can also use the Search bar to locate existing groups.
6. Click Add User.

Edit/Delete User Details 

When a user is deleted, none of their associated documents are deleted. Their name will still appear in reporting sections. Any documents in process will be unassigned from the deleted user. 

1. Click Edit to update user details. 
2. Click Delete to remove the user. 

ERO Signature 

Please note:

ERO Signature Stamps must be enabled under Settings > E-Sign Options for this option to be available.

The user must be assigned the Suite-ERO Signer role in order to upload ERO Signature stamps. 

1. Select User Management. 
2. Locate the partner and select the ellipses(...) from the action menu. 
3. Select ERO Signature.
4. Click Upload Signature and select a file from your computer. 
   • Signature stamps must be 300 x 100 pixels or smaller.
   • Supported file types include JPG, BMP, or PNG. 
   • A white background is recommended.
5. Check the box next to Automatically place __ signature stamp on e-file forms to have SafeSend Returns automatically place signature stamps in e-file forms for this ERO (optional). 
6.  Click Allow other users to apply __ signature if ERO Stamp Delegation is enabled. 
   • Click Select Users to choose the users who can apply this ERO's signature stamp (optional).
7. Click the Default ERO/Signer toggle to ON to change this user's default ERO/Signer when they upload returns. 
8. Click Save & Close.

Password Options

Refer to Reset Password For SafeSend Returns for more information.

1. Navigate to the Account Management section in the left panel. 
2. Click User Management.
3. Under Actions, click on the ellipses (...).
4. Click Reset Password.  
   • An email will be sent to the user to reset their password. 
   • The user will need to click the link in the email to set up a new password.

User Groups

Add User Group

Refer to User Group Definitions for more information on the default user groups. 

In addition to the default user groups, users will be able to add new groups and apply the roles shown in the roles and permissions section.

1. Select User Management.
2. Select User Groups.
3. Select Add User Group.
4. Add the Name of the group. 
5. Add Description.
   • This can be a general description of what roles this group will have.
   • There is a character limit of 100 for this field.
6. Select the Roles to be applied to the group.
   • View the Roles & Permissions section for more information. 
7. You can also use the Search bar to locate existing groups.
8. Select Add Group. 

Add User to Group

You can add users to a group 1 of 2 ways:

1. Select User Management.
2. Select Edit for the user you need to add to the user group. 
3. Select the check box for the user group. 
   • This will automatically add it to the section above for available user groups. 
4. Select Update. 

You can also add users to a group under the User Groups section.

1. Select User Management.
2. Select User Groups.
3. Select Group.
4. Drag and drop each user under the Available Users to the User in Group section.  
5. Select Apply Changes. 

Roles & Permissions

Using the Roles & Permissions section, you can grant or revoke access to certain functions within SafeSend for select users. In order to implement this, you must apply these roles to the User Groups outlined in the section above. The steps below will explain how to view the pre-defined permissions assigned for each role. 

Please note:

This is a read-only page. Users will not be able to edit permissions for these roles. 

1. Select User Management. 
2. Select Roles & Permissions. 
3. Under Roles, select the item you would like to view permissions for.
4. Select the Product that the role applies to.
5. Under Permissions, you will see the permissions that will be granted to the role.
   • Active means this is permission that users will have access to.
   • Click on the drop-down to view a description of permissions.  

For a more detailed view of the Roles & Permissions, please view our article RBAC Permissions Chart article. Alternatively, you can click to download the Excel file below.