Users

Click Users in the left-side panel of User Management to display the Users dashboard of your company profile. Users determine access to 1099-Prep and administrative privileges. Users are assigned to user groups. User groups then determine individual user access to customers, customer groups, and features of 1099-Prep. You can search for user by name and view their details. Actions on user accounts 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 Company Users	Click to open the New User prompt. In the prompt you can add details about the user, select their roles, and account expiration date. When a new user is added, a notification is sent to the user’s email address, which can be used to activate their account. IMPORTANT: Users must be granted permission to customer accounts to use features of the customer dashboard. See Adding Users.
2	User Search	Enter a username or email address in the field to search for that user. Users that match the text typed in this field display in the grid of the Users dashboard. See Searching and Filtering the Users.
3	Active and pending users only	Check this box to filter the grid of the dashboard to only display active users and users that have a pending activation invitation sent to their email. “Active” users are users whose account have not expired or been deactivated. See Searching and Filtering the Users.
4	User Name	Displays the name of the user.
5	Email	Displays the email of the user.
6	Company Owner	If the Company Owner role is enabled for the user the icon displays. The Company Owner roles gives users access to all features in 1099-Prep. This can be edited using action buttons under the User Actions column. See Adding Users.
7	User Administrator	If the User Administrator role is enabled for the user, the icon displays. The User Amdinstrator role gives users ability to access user management. This can be edited using action buttons under the User Actions column. See Adding Users.
8	Active	Displays if the user account is active: or deactivated: . Deactivated users cannot log into 1099-Prep. This can be edited using buttons in the User Actions column. See Deactivating Users.
9	Invitation Status	Displays whether the user responded to the user invitation sent to their email address. If a user clicks the accept link in the email invitation, a green check mark displays in this column. If the user has not responded to the invitation, the Pending hourglass icon: displays. Send a new invitation to the user’s email address using the Resend Invitation action: in the User Actions column. See Adding Users.
10	Confirmed	Displays whether the user’s registered email is confirmed as valid.
11	Expires on	If the user account has an expiration date, the date of the user account expires displays in this column.
12	User Actions	Contains the following actions buttons for the user account: Deactivate User: Click to deactivate the user’s account. The user will not be able to log into 1099-Prep. See Deactivating Users. Reactivate User: Click to reactivate a deactivated user account. The user will have access to 1099-Prep. See Deactivating Users. Edit User: Click to edit the user account. The username, email, and roles can be changed. See Editing Users. Resend Invitation: Click to send a new email invitation to the user’s email address. See Adding Users.