User Management

The User Management Portal allows administrators of 1099-Prep to manage user profiles, customer profiles, customer groups, and user permissions.

Users with appropriate permissions can access User Management Portal from User Options drop-down menu in to the top-right corner of the 1099-Prep page.

NOTE: Users without Company Owner or User Administrator permissions do not see the User Management button in the toolbar and cannot access User Management.

The name of your 1099-Prep Company displays in the left-side panel. Links to dashboards of administrative features display under Administration in the left-side panel.

Sections:

Users
Customers
Customer Groups
User Groups (Permissions).