Create new users individually

Go to
FileRoom
,
Admin
,
Users
, 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
, type the user's first name.
Under
Last Name
, type the user's last name.
Under
Email ID
, enter the user's email address. We’ll send the FileRoom account activation to this email address. If you see an
Enter valid email address
message, ensure the email address includes only alphanumeric, numeric, and special characters like
@ .
note
You can't create a FileRoom user with the same email address as an existing taxpayer in TaxCaddy. If an email address is already used by a taxpayer's TaxCaddy account, ask the user to update their account's email address according to the instructions here.
Select the location for this user, then select
Save
under
Office Location
.
note
You can assign a user to multiple office locations.

With
User Group
, you can control access to different features across SurePrep. You can assign different access and permissions for each user group based on their role in your organization. Under
User Group
, select the user groups for this user, then select
Save
.
note
A user assigned the
Firm System Administrator
role can access everything and make firm-level changes for all users. Only grant that level of access when absolutely necessary and to people you trust. If you assign a user to more than 1 group, the permissions will combine. The group with the greater permissions will take precedence.

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
Save
to create the new user. The system sends an activation email to them.

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 and create an account within 120 hours before it expires.

What's next?