Add a User

Everyone who uses TaxLab needs to have their own user account.

When you add a user, if that person does not have an account, they will display as Pending account creation until they create an account. Go to Create a User Account for instructions on creating an account.

Add a User to a single Entity

1. Select one of these options:
   • On the Home page, locate and click the row of the required entity to activate the Add user button.
   • On the Home page, locate and click the required entity, then click the Users tab.
2. Click the Add user button.
3. Enter the email address of the person who you want to give access to.
4. Specify the access rights you want the user to have. See Overview of Users for more information.
5. Click Save.

Add a User to multiple Entities

You can give a user access to multiple entities at the same time.

1. On the Home page, locate and click the row of one of the entities to activate the Add user button.
2. Hold the Shift or Ctrl key and select the other entities (their rows become highlighted).
   
   
   
3. Click the Add user button.
4. Enter the email address of the person who you want to give access to.
5. Specify the access rights you want the user to have. See Overview of Users for more information.
6. Click Save.