1) To add a new user, navigate to the menu bar at the top left, and click on Users to open the user management console
2) Click the "+Add" button on the top right-hand side of the page and fill in the name, email address, and group for the new user. Then click "Save".
Users may be assigned to multiple security groups.
Security Group | Description & Permissions |
Admin | Sets up a new user as an Admin who can invite additional users, edit permissions, and disable users |
Audit Ally | Sets up user with access to the Audit Ally application |
TaxAdvantage | Sets up user with access to the TaxAdvantage application |
3) The new user will now be visible in the user management console. An email (below) will be sent to their email inviting them to set up their account and login to TaxAdvantage.