Set up and get started

Create new users

Go to
FileRoom
,
Admin
,
Users
, and then
User Management
.

Select
New User
. A new line appears.

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.

Under
First Name
, enter the user's first name.
Under
Last Name
, enter the user's last name.
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
@ . '
.
note
It isn't possible to create a FileRoom user with the same email address as an existing taxpayer in TaxCaddy.
If you need to use an email address that is currently used by a taxpayer TaxCaddy account, ask the user to change their taxpayer TaxCaddy account's email address.
Under
Office Location
, select the user's assigned location and then select
Save
.
note
You can assign a user to multiple office locations.
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
.
note
A user with a
Firm System Administrator
user group role assigned to their account can access everything and create firm-level changes for all users. Only grant that level of access when absolutely necessary and to people you trust.- If a user is assigned to more than 1 group, then the combination of both group permissions will be used based on which ever group has a higher permission.

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.
Select the
Save
icon to save and create the new user. The user receives an activation email.

A success message appears.
note
The link in the user activation email expires after 120 hours.
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?

User Group Management overview

Creating new user groups
Assigning users to user groups
Permissions explained
Changing user group permissions
Deleting user groups
Exporting user groups to Excel