1040-TW (Web-based) | Adding a New User

Creating a New User in TaxWise Online - 

1. Open TaxWise Online.

2. Login as Admin.

3. In the upper right corner of the screen, click the drop-down and select Settings.

4. On the Settings screen, click Manage Users.

5. Click Create a New User.

6. On the Create User screen, do the following:

   • In User Name, enter the user name for this new user.

     • Note: When a new user is created, the Username will be the temporary password for that account. The user will be prompted to reset this when logging in for the first time.

   • In Real Name, enter the name.

   • In Email address, enter the email address.

   • In Is Active User, select the check box.

   • In Assign Roles,.Add these roles (SuperUser and Licensed User)

7. Click Save.