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User management

Manage users, user groups, and role-based permissions in the User Management dashboard.
important
Access to the
User Management
 dashboard is only available to system administrators or users with predefined permissions enabled in User Management.

Access User Management

Go to the
Account Management
 section to locate
User Management
.
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    .
A new tab opens.

Add users

Once a user is added, they receive an email invitation with a link to set up their password.
To add users in bulk, refer to User Management: Bulk Import or Edit Users.
To add users from Microsoft Azure, refer to Single Sign-On (SSO).

Add user individually

  1. Select
    User Management
    .
  2. Select
    Add User
     to open the
    Add User Details
     window.
  3. Enter the new user's information.
Required fields are highlighted in red if not properly completed.
If multi-factor authentication (MFA) is enabled, a mobile number is required.
  1. Select the
    User Group(s)
    .
  2. Use the
    Search
     bar to locate existing groups.
  3. Select
    Add User
    .

Edit users

To edit users in bulk, refer to User Management: Bulk Import or Edit Users.

Edit or delete user details individually

When a user is deleted, none of their associated documents are deleted, but users and system administrators can no longer access their Exchange inbox. These documents should be downloaded before the user is deleted. If the user is added back to User Management with the same email address, their Exchange inbox items are restored.
Their name still appears in the reporting sections. Any documents in process are unassigned from the deleted user.
The office location settings for the Primary Admin can't be edited to ensure they have access to all office locations and delivered items.
  • Select
    Edit
     to update user details.
  • Select
    Delete
     to remove the user.
  • Select the ellipses (...) under
    Actions
     to refer to additional options.
  • Select
    Reset Password
     to send a password reset email to the user. Refer to the following details for more information.
  • Select
    ERO Signature
     to adjust the signature settings for partners. Refer to the following details for more information.
  • Select
    Revoke Office 365
     to remove single sign-on permissions for the user. Refer to Single Sign-On for more information.
  • Select
    Audit Report
     to refer to a report of permission changes for that user.

ERO Signature

ERO Signature Stamps must be enabled in your Returns Settings for this option to be available. The user must also have the partner user group permission.
  1. Select
    User Management
    .
  2. Select the ellipses (...) for
    Actions
     to refer to additional options.
  3. Select
    ERO Signature
    .
  4. Select
    Upload Signature
     and select a file from your computer.
Signature stamps must be 300 x 100 pixels or smaller.
Supported file types include JPG, BMP, or PNG.
A white background is recommended.
  1. Mark the checkbox for
    Automatically place __ signature stamp on e-file forms
     to have Returns automatically place signature stamps in e-file forms for this ERO (optional).
  2. Select
    Allow other users to apply __ signature
     if ERO Stamp Delegation is enabled.
  3. Select
    Select Users
     to choose the users who can apply this ERO's signature stamp (optional).
  4. Set the
    Default ERO/Signer
     switch to
    ON
     to change this user's default ERO/Signer when they upload returns.
  5. Select
    Save & Close
    .

Password options

Refer to Reset Password for more information.
  1. Select
    User Management
    .
  2. Select the ellipses (...) under
    Actions
     to refer to additional options.
  3. Select
    Reset Password
    .
  4. Select
    OK
    .
An email is sent to the user to reset their password.
The user must select the link in the email to set up a new password.

User groups

Create a new user group

Refer to User group definitions for more information on the default user groups.
In addition to the default user groups, users can add new groups and apply the roles shown in the roles and permissions section.
  1. Select
    User Management
    .
  2. Select
    User Groups
    .
  3. Select
    Add User Group
    .
  4. Add the
    Name
     of the group.
  5. Add a
    Description
    .
This can be a general description of what roles this group has.
There is a character limit of 100 for this field.
  1. Select the
    Roles
     to be applied to the group.
View the
Roles & Permissions
 section for more information.
  1. Use the
    Search
     bar to locate existing groups.
  2. Select
    Add Group
    .

Add user to the group

You can add users to a group in one of 2 ways.
To add a user from the
User Management
 page:
  1. Select
    User Management
    .
  2. Select
    Edit
     for the user you need to add to the user group.
  3. Select the checkbox for the user group.
  4. Select
    Update
    .
This automatically adds it to the section for available user groups.
You can also add users to a group under the
User Groups
 section:
  1. Select
    User Management
    .
  2. Select
    User Groups
    .
  3. Select a
    Group
    .
  4. Drag and drop each user under
    Available Users
     to the
    User in Group
     section.
  5. Select
    Apply Changes
    .

Roles and Permissions

Using the
Roles & Permissions
 section, you can grant or revoke access to certain functions within the program for select users. To implement this, you must apply these roles to the user groups outlined previous. The following steps explain how to view the predefined permissions assigned for each role.
This is a read-only page. Users can't edit permissions for these roles.
  1. Select
    User Management
    .
  2. Select
    Roles & Permissions
    .
  3. Select the
    Product
     you want to view permissions for.
  4. Select the item you want to view permissions for under
    Roles
    .
  5. Review the permissions that will be granted to the role under
    Permissions
    .
Active means these are the permissions that users have access to in that group.
Select the dropdown to view a description of permissions.

This article applies to:

  • Product: safesend
  • Audiences: Staff