User Group Definitions

Standard user groups are included in SafeSend by default. You can create custom user groups with specific permissions in the User Management section.

Staff

• Can upload, process, and deliver returns if firm settings allow.
  • Settings > General > Delivery Options > Allow the Staff user group to deliver Tax Returns. 
• Can access returns they have permission to view post-delivery.
• Has access to Signatures, Exchange, Extensions, Organizers, and Gather. 

System Admin

• Can upload, process, and deliver returns.
• Can access all returns post-delivery except those assigned to Office Locations they do not have access to. 
• Has access to Account Management and Settings.
• Has access to Signatures, Exchange, Extensions, Organizers, and Gather. 
• Can use a username/password even if Single Sign On is enabled. 

Exchange 

• Can access Exchange.
• Can access documents they have permission to view. 

Partner 

• Can upload, process, and deliver returns.
• Can access returns they have permission to view post-delivery.
• Will appear in the ERO/Signer drop-down when uploading returns.
• Can upload ERO signature stamp and allow other users to use it. 
• Has access to Signatures, Exchange, Extensions, Organizers, and Gather. 

Signatures

• Can access Signatures.
• Can be added as a sender when delivering documents in Signatures.
• Can access documents they have permission to view.

ERO- Only

• Cannot access the Suite.
• Can be assigned as ERO for a return, extension, or organizer.
• Can have a signature stamp associated with their profile.
• Can be a contact person for a return, extension, or organizer. 
• No other groups can be applied alongside this one. 

Letter Builder- Admin

• Provides low to high-level permissions for Signatures.
• Can access Delivered & Archived reporting for Signatures.
• Can send a new template for signature. 

Letter Builder- Compliance

• Can access Settings and the Recycle Bin for Letter Builder. 
• Can create new templates for Letter Builder. 
• Cannot send templates for signature. 

TTC - Manager

• Can access the TicTie Calculate Online Account dashboard.
• Can use the TicTie Calculate Adobe® plugin. 

TTC - User

• Cannot access the TicTie Calculate Online Account
•  dashboard.
• Can use the TicTie Calculate Adobe® plugin. 

Gather 

• Can upload, process, and deliver Gather requests.
• Can access Gather requests post-delivery they have permission to view. 
• Has access to all actions for In-Process and Delivered Gather requests. 
• Does not have access to Gather settings unless they are also a System Admin. 

Related Articles: 

Role Based Access Control FAQ

Role Based Access Controls Permission Chart

Account Management: User Management 

User Management: Bulk Import or Edit Users