Add or edit users in Access Tax
Log in to Access Tax.
Click the Practice Setting icon then click Users.
To add a user, click on the +Add Practice User button.
Enter a valid email address for the new user when prompted and then click on the Add User to Practice button.
To edit the details of the user (newly added or existing), click on the user to open the Edit Practice User window under Practice Settings.
Once the details are added or edited, click on Save to save the settings for the user.
Click OK to return to the Practice Settings window.
Each new user entered will receive a welcome email. Click the link within this email to set the password and register for MFA.
The Add User button is missing
A user may encounter a situation where the Add User button is not visible under Practice Settings, Users.
To resolve the issue, the system administrator will need to:
Reauthorise in either Access Tax or
Use the User Management in Integration Server.
Warning: The Administrator user in Integration Server must complete the following steps.
Reauthorise in Access Tax
The system administrator in Integration Server will log in to Access Tax.
Go to the Practice Settings icon, Integration, then click Authorise.
User Management in Integration Server
The system administrator for Integration Server can log in to Integration Server.
Under User Management, click Add User.
Enter the user details including an email address.
Add the user to your practice by clicking the +Assign button.
Tick the Practice, then click Assign.
Assign applicable roles and the products the user will require access to, then click Save.