To create a new user in TaxWise Online, follow these steps:
Log in to TaxWise Online
Open TaxWise Online and log in using Admin credentials.
Access User Management Settings
In the upper-right corner, click the drop-down menu and select Settings.
On the Settings page, click Manage Users.
Create a New User
Click Create a New User to open the user setup screen.
Enter User Details
Username: Input a unique username for the new user.
Note: The username will serve as a temporary password. The user will be required to reset it upon first login.
Real Name: Enter the full name of the new user.
Email Address: Provide the user's email address.
Is Active User: Ensure the checkbox is selected to activate the account.
Assign Roles: Add the following roles:
SuperUser
Licensed User
Save the New User
Click Save to finalize the user setup.
Once completed, the new user will be able to log in and update their password.