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Users, groups, and permissions

Set up and get started

Before you can use FileRoom to process returns, you'll need to add members from your firm as users and assign permissions to user groups. Follow these steps to get started.

Create new users

Each person at your firm using SurePrep services (like FileRoom, SPbinder, TaxCaddy, Reviewer Dashboard) at your organization needs an account. In
Account Admin
, you can create a firm user account for anyone who will be accessing SurePrep services as a tax professional.
Follow these steps to create new users.
  1. Go to
    FileRoom
    ,
    Admin
    ,
    Users
    , and then
    User Management
    .
  2. Select
    New User
    . A new line appears.
  3. Under
    User Name
    , enter a user name for the new user. This is the user name that the user will use to sign in to FileRoom.
  4. Under
    First Name
    , enter the user's first name.
  5. Under
    Last Name
    , enter the user's last name.
  6. Under
    Email ID
    , enter the user's email address. This is the email address where we send the FileRoom account activation information. If you see a
    Enter valid email address
     message, make sure the email address only contains alpha, numeric, and special characters such as
    @ . '
    .
  7. Under
    Office Location
    , select the user's assigned location and then select
    Save
    .
  8. With
    User Group
    , you can control access to different features across SurePrep. If needed, you can assign different access and permissions for each user group depending on their role in your organization. Under
    User Group
    , select the assigned user groups, then select
    Save
    .
  9. If your firm uses Single Sign On (SSO), you will see an additional column
    SSO Mapped ID
    . Provide your email address or another field that IDP can provide here.
  10. Select the
    Save
     icon to save and create the new user. The user receives an activation email.
  11. A success message appears.
    After you create an account, the user will receive an invite email. The user will need to access their invite to create an account within 120 hours before the invitation expires.

What's next?

After the new user is added, they’ll get an invitation sent to their email address within a few minutes from
NOREPLY@sureprep.com
. Request the user to select the link and set up their account.

User Group Management overview

User groups let you grant specific permissions to groups of users. There are some included SurePrep-defined User Groups, and you can create additional groups. To access User Group Management, go to
FileRoom
,
Admin
,
Users
, then
User Group Management
.
You can perform the following actions on the
User Group Management
 page:
  • Creating new user groups
  • Assigning users to user groups
  • Permissions explained
  • Changing user group permissions
  • Deleting user groups
  • Exporting user groups to Excel

This article applies to:

  • Product: SurePrep
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