Manage users
This tab is accessed from the Settings cog icon.
The users tab lists the users who are set up on your Taxfiler by IRIS database.
Only users with a licence can log in and who is set up as a Primary user.
From here you can modify user details including email address and password, by selecting the user you wish to update.
Create a new user
To create a new user:
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Select Create new user. If the button is not displayed then you may not have the required rights to edit users.
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Enter the first and last name of the user.
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Enter the email address of the user. This field is required to allow the user to login to Taxfiler by IRIS.
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Enter a code or initials for the user, which must be unique.
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Select a reporting level for the user from the drop-down list. This can be one of Partner, Manager, Staff or None. Partners, managers and staff can be selected on the responsibility tab for a client.
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Select the type of accountm either Normal user or Administrator; if the user is to have administrator rights, such as the ability to create new users.
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Select Save.
After saving the user the restrictions screen displays. You are able to select the functionality that you would like the user to have on the system, there is a wizard to assist.
Where you have created the user with an email address and you have available licences, a licence will be automatically assigned to the user.
If you have insufficient licences you will need to upgrade your package, you will have the option on this screen to assign a licence when one is available.
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After entering the details for the user click Change password to set a password for the user.
A new user will not be able to log in until you have set an email address, password and assigned a licence.
To edit a user's details:
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Select the code or initials of the user you wish to amend.
If you remove a user's email address, password or licence then they will no longer be able to login to Taxfiler by IRIS.
To change a user's password:
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Select the user to view their details and select Change Password.
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Enter the new password. Enter it a second time to confirm, then select Save changes.
If a user forgets their password they can request a password reset link via email by selecting the Forgotten password link on the login page.