In the Users page, click the **Add a user** button.
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.
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.
Advanced user permissions
You may assign advanced permissions to specific users / managers to help with managing the account.
12
**Manage organisations**
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 invite
- view login history
- assign permissions & rights
- delete users