Add a new user
1
Click the **Users** icon.
2
In the Users page, click the **Add a user** button.
3
Choose between **User** or **Client** and enter the **First Name**, **Last Name** and the **Email Address.**
4
Click **Send Invite** to proceed.
5
User/Client has been invited and added to the list.
A user who already has an account with generate.TAX (as an owner or user) cannot be invited again.
6
The user will recieve an email to **Activate the account.**
7
Enter a strong password to activate the account and use **Submit** to login to generate.TAX.
Assign user permissions
8
Click the **Users** icon and click on the name you want to adjust permissions.
9
Click the **Access Rights** button to grant users access to entities, allowing them to view and create submissions.
10
Toggle the Yes/No button next to each entity to give/revoke access and use the **Close** button to save.
Advanced user permissions
You may assign advanced permissions to specific users / managers to help with managing the account.
11
**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
12
**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
Delete a user
13
Click the **Users** icon.
The owners' account cannot be deleted. You can assign a new owner and then it can be deleted.