Creating Users in Taxwise® Online

Previously created user: 

  1. Log in as Admin.
  2. Select Manage Users.
  3. Find the previously created user.
  4. Select Edit.
  5. Look at the Possible Roles and select LicensedUser and any other roles you would like.

 

Creating a new user:

  1. Log in as Admin.
  2. Select Manage Users.
  3. Select Create New User.
  4. Complete the information for the user.
  5. 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 Tools
  Attachments
 Solution Id 000189719/15075
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