User Groups

Click User Permissions in the left-side panel of User Management to display user groups that determine individual user permissions. User Groups control the permissions of user accounts for customers and customer groups. Permissions determine what features users can use in 1099-Prep. You can add user groups, search for them, and view their details. Actions on user groups can be performed as necessary.

Click a number in the image to navigate to a description of that feature in the table below.

# (Click a number to return to image)	Feature Name	Definition
1	Add User Groups	Click to open the New User Group prompt. In the prompt you can enter the name of a user group, a description, and add it to 1099-Prep. Once a user group is added, you can add existing users to the group using Manage User Permissions action (see User Group Actions in this table). After adding users and customers to the user group, you can set what features in 1099-Prep users can use on customers in the Customer Dashboard. See Adding a User Group.
2	Search User Groups	Enter a user group in the field to search for that group. User groups that match the text typed in this field display in the grid of the User Group Permissions dashboard. See Searching and Filtering User Groups.
3	Active user groups only	Check this box to filter the grid of the dashboard to only display active user groups. “Active” user groups are groups that have not been deactivated (i.e., users can use 1099-Prep features on customer accounts in Customer Dashboard). See Deactivating User Groups.
4	User Group Name	Displays user groups names.
5	Description	Description of the user group. This is created when a user group added. Use the Edit User Group action to change this information.
6	Status	Displays if the user group is active: or deactivated: . If a user group is deactivated, users assigned to the group cannot use 1099-Prep features on customer accounts in the Customer Dashboard). This can be edited using action buttons (see User Group Actions in this table). See Deactivating User Groups.
7	User Group Actions	Contains the following actions buttons for the customer groups: Deactivate User Group: Click to deactivate the user group. Users in the group will not be able to use 1099-Prep features on customer accounts in the Customer Dashboard. See Deactivating User Groups. Reactivate User Group: Click to reactivate a deactivated user group. Users in the group can use 1099-Prep features on customer accounts in the Customer Dashboard. See Deactivating User Groups. Edit User Group: Click to edit the user group. You can change the name and description of the user group. See Editing User Groups. Manage User Permissions:Click to open the Manage User Permissions prompt. In the prompt you can assign user groups to customer and customer groups. Permissions can be assigned to users of the group. Permissions to features only apply to the customer (or customer group) assigned to the user group. See Assigning Permissions to User Groups.