Managing user access gives you the flexibility to share your firm information and workload with others. Add users to your firm so they can help to reconcile, prepare, and file returns on behalf of your clients.
Before you begin
Review the user permission groups and decide what level of access to assign to your new users.
- In Returns for Accountants, go to Settings > Users.
- Select the + icon.
- In the Create User menu, enter all required fields for first and last names, email address, and username.
There is a 50 character limit for first and last names, email address, and username.
Note: When a username is created in Returns Console, do not use their email address. It can cause an issue if the user has already used its email for another account or the user is a CIP Partner.
- From the Group menu, select the permission group for the user.
If the default permission groups don't meet your needs, learn how to create a custom permission group.
- Select Save.
If you need to edit a user after saving, select the ⋮ icon and then select Edit. To change the permission group for multiple users, select the checkboxes for the users, and select the pencil icon above the table.