Users

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 (i.e., user groups (permissions)).

You can search for user by name or email and view their details. Actions on user accounts can be performed as necessary.

Sections:

• Adding Users

• Editing Users

• Deactivating Users

• Searching and Filtering Users