Standard user groups are included in the SafesSend Suite 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 and Exchange.
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, Organizers, Gather and Exchange.
Exchange
- Can access SafeSend 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 and Exchange.
Signatures
- Can access SafeSend Signatures.
- Can be added as a sender when delivering documents in SafeSend Signatures.
- Can access documents they have permission to view.
Suite - 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.
TTC - Manager
- Can access the TicTie Calculate Suite dashboard.
- Can use the TicTie Calculate Adobe® plugin.
TTC - User
- Cannot access the TicTie Calculate Suite 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 Controls Permission Chart
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