User Group Definitions

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 > Deliver 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.
• Has access to Account Management and Settings.
• Has access to Signatures 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. 

Related Articles: 

Role Based Access Control FAQ

Role Based Access Controls Permission Chart

Account Management: User Management 

User Management: Bulk Import or Edit Users