User Group Definitions

Notice: This Help Center content is moving to the Thomson Reuters Help & Support page. Please reference Help and Support for the most up-to-date information. Content on this page will no longer be maintained or updated after July 20, 2026.

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