Creating Users in Taxwise® Online
Previously created user:
- Log in as Admin.
- Select Manage Users.
- Find the previously created user.
- Select Edit.
- Look at the Possible Roles and select LicensedUser and any other roles you would like.
Creating a new user:
- Log in as Admin.
- Select Manage Users.
- Select Create New User.
- Complete the information for the user.
- Assign the Roles (remember to add the LicensedUser to the assigned role).
You will notice in each Assigned Role there is a LicensedUser in each box. This will cause the login to be successful.
Note: IRS VITA sites do not have the LicensedUser role. This role is for commercial users only.
Solution Id | 000189719/15075 |
---|---|
Direct Link |