In the Users page, click the **Add a user** button.

Choose between **User** or **Client** and enter the **First Name**, **Last Name** and the **Email Address.**

A user who already has an account with generate.TAX (as an owner or user) cannot be invited again.

The user will recieve an email to **Activate the account.**

If they misplace the email, you can click on the Resend email button next to the user.

Enter a strong password to activate the account and use **Submit** to login to generate.TAX.

Click the **Users** icon and click on the name you want to adjust permissions.

Click the **Access Rights** button to grant users access to entities, allowing them to view and create submissions.

Toggle the Yes/No button next to each entity to give/revoke access.

You can choose the Select All toggle to give/revoke access to all entities. You can Close the tab to automatically save.

You may assign advanced permissions to specific users / managers to help with managing the account.

**Manage Entities**

When choosing this option, the user will be able to:

- add new entities
- edit existing ones (such as assigning a friendly name)
- disconnect an entity
- view usage and properties

**Manage users**

When choosing this option, the user will be able to:

- add new users and resend invites
- view login history
- assign permissions & rights
- delete users

The owners' account cannot be deleted. You can assign a new owner and then it can be deleted.

Generate

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This guide offers step-by-step instructions for adding users, including clients, and managing their permissions within an account. Topics covered include inviting users, activating accounts, assigning and managing user permissions, handling advanced permissions, deleting users, and viewing login history. By following this guide, users will be able to effectively manage account access and permissions.

Add a user or client and manage permissions

Add a new user

Assign user permissions

Advanced user permissions

Delete a user