Account Management: User Management

The User Management section allows System Admins 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.

Navigate to the Account Management section to locate User Management. 

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

Add Users

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

To add users in bulk, see our User Management: Bulk Import or Edit Users article. 

To add users from Microsoft Azure, see our Single Sign-On (SSO) article. 

Add User Individually

1. Click User Management. 
2. Click Add User to open the Add User Details window.
3. Enter the new user's information.
   • Required fields are 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. Use the Search bar to locate existing groups.
6. Click Add User.

Edit Users

To edit users in bulk, see our User Management: Bulk Import or Edit Users article. 

Edit/Delete User Details Individually

When a user is deleted, none of their associated documents are deleted, but users and System Admins can no longer access their Exchange inbox. These documents should be downloaded before the user is deleted. If the user is added back to User Management with the same email address, their Exchange inbox items are restored. 

Their name still appears in reporting sections. Any documents in process are unassigned from the deleted user. 

The Office Location settings for the Primary Admin cannot be edited to ensure they have access to all office locations and delivered items. 

1. Click Edit to update user details. 
2. Click Delete to remove the user. 
3. Click the ellipses (...) under Actions to see additional options. 
4. Click Reset Password to send a password reset email to the user. See more details below. 
5. Click ERO Signature to adjust the signature settings for Partners. See more details below. 
6. Click Revoke Office 365 to remove single sign-on permissions for the user. See our Single Sign-On article for more information. 
7. Click Audit Report to see a report of permission changes for that user. 

ERO Signature 

Please note:

ERO Signature Stamps must be enabled in your Returns Settings for this option to be available. The user must also have the Partner user group permission. 

1. Select User Management. 
2. Click the ellipses (...) under Actions to see additional options. 
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 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 our Reset Password article for more information.

1. Click User Management.
2. Click the ellipses (...) under Actions to see additional options. 
3. Click Reset Password.  
   • An email is sent to the user to reset their password. 
   • The user must click the link in the email to set up a new password.

User Groups

Create New User Group

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

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

1. Click User Management.
2. Click User Groups.
3. ClickAdd User Group.
4. Add the Name of the group. 
5. Add Description.
   • This can be a general description of what roles this group has.
   • 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. 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. Click User Management.
2. Click Edit for the user you need to add to the user group. 
3. Select the check box for the user group. 
   • This automatically adds it to the section above for available user groups. 
4. Click Update. 

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

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

Roles & Permissions

Using the Roles & Permissions section, you can grant or revoke access to certain functions within the program 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 explain how to view the pre-defined permissions assigned for each role. 

Please note:

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

1. Click User Management. 
2. Click Roles & Permissions. 
3. Select the item you would like to view permissions for under Roles.
4. Select the Product that the role applies to.
5. Review the permissions that will be granted to the role under Permissions. 
   • Active means these are the permissions that users have access to in that group. 
   • Click 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.