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Account Management

  • Once your account has been created, you will next go through the “Account Management” menu items to continue with your setup
    • Please note: Only System/Firm Administrators will have access to the “Account Management” and “Settings” sections.
  • Expand “Account Management” in the left pane and click on “My Company”

  • The “My Company” section allows you to edit any of the information you initially entered during the Create Your Firms Account steps above
    • If you did not add your logo earlier, you may do so here
    • If you make any changes, click “Save Changes” in the upper right before continuing
  • Expand “User Management” to add users within your firm who should have access to SafeSend Returns

  • Click the “Add User” button and complete the “Add User Information” section
    • PTIN is not currently required, but will eventually allow for SafeSend Returns to read that number from the tax return and automatically assign a partner to the return.
    • Phone requires exactly 10 digits, no special characters or blank spaces

  • Once “Add User Information” has been entered, click “Member Of” button to assign user to a specific user group
    • Any User can be a member of any or all Groups (Staff, Partner, System Admin)
    • Once a group has been selected, it will appear in the “Current Membership” box on the right
    • Click “Save Changes”

IMPORTANT: You will need to have at least one Partner created when adding users

  • Create a password for each user by filling out the “Add User Password” section
    • You may choose to have the password emailed to each user upon save by checking the box below the password fields
    • You may also choose to require that the user change their password when they first login
    • Click the “Save Changes” or “Save and Add Another” button once a password has been entered and confirmed

  • You will return to “User Management” and will see all of your users listed
  • Should you need to edit any user information or delete any users, you can do so here

  • Once users have been added, expand “Group Management”

  • This section will allows you to create User Groups. For example, certain groups will be allowed to do certain things and only be allowed to view specific reporting information as it relates to their location or department.
  • This section is still being developed to become more robust as we continue with the beta testing and product development.

 

IMPORTANT: If you need further assistance Please Submit a Ticket or call 1-800-716-2558 ext. 205 

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