Add a user or client and manage permissions | Scribe

    Add a user or client and manage permissions

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    • 21 steps

    Add a new user

    1
    Click the **Users** icon.
    2
    In the Users page, click the **Add a user** button.
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    The ability to add a user is available in other areas of the app!
    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.
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    A user who already has an account with generate.TAX (as an owner or user) cannot be invited again.
    6
    The invite is sent to the user mailbox.
    7
    The invited user/client needs to click on the **Activate Account.**
    8
    Enter a strong password to activate the account and use **Submit** to login to generate.TAX.

    Assign user permissions

    9
    Click the **Users** icon.
    10
    Users need to be given access to entities to view and create submissions. Click on the user or client you wish to assign permissions to and click on the **Access Rights** button..
    11
    Toggle the Yes/No button next to each entity to give/revoke access and use the **Close** button to save.
    Toggle the Yes/No button next to each entity to give/revoke access and use the **Close** button to save.

    Advanced user permissions

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    You may assign advanced permissions to specific users / managers to help with managing the account.
    12
    **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
    13
    **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