Add new users

To add new users to TaxWise Online, use the following steps:

  1. Log in as the Admin or a user with the Administrator role.
  2. Click your name on the top right of the screen and select Settings.
  3. Click Manage Users.

  1. Click Create a New User.

  1. Enter a user name in the User Name box. The user names are case-sensitive and should be entered exactly the same way each time.

All preparers must have their own unique user name.

  1. Enter the user's first, middle initial and last name in the Real Name box.
  2. Enter the user's e-mail address in the Email Address box.

The user must have access to the email address entered in order to get their temporary password and to use 2-step verification, if enabled.

By default, the check box Is Active User is selected.

  1. Enter the user's phone number(s) as applicable. Also select the check box to select the number to use for 2-step verification and as the preferred number.
  2. Assign user role(s) for the user by selecting the desired user role(s) in the Possible Roles window and clicking the Arrow button >> to move the user role to the Assigned Roles window.

To assign more than one role to a new user, hold down the Ctrl key and select each additional role, then click the Arrow button >> to move the selected roles in the Assigned Roles window.

  1. Click Save.

User roles can be removed by highlighting the desired role(s) to be removed in the Assigned Roles window, then clicking the Arrow button << to move them to the Possible Roles window.

See Also:

User roles