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How to create a user account in Taxlink?
Follow these simple steps to create a new user account and assign appropriate roles and company access. The process is straightforward and you can manage user permissions effectively.
Go to the User Management Section
Navigate to the User Management section in your Taxlink through click on Setting and then on user
What you'll need to do:
- Login to your Taxlink admin account
- Look for "User Management" in the main menu
- Click on "User Management" to access the user list
- You will see all existing users in your organization
- The interface shows user roles and permissions
Admin Access Required
You need administrator privileges to access the User Management section.
Click the "+ Add User" button
Look for the Add User button, usually located at the top right of the user list
What you'll need to do:
- Locate the "+ Add User" button in the user management interface
- The button is typically positioned at the top right corner
- Click on the button to open the user creation form
- A new form or modal will appear for entering user details
- Make sure you have admin privileges to add new users
Fill in the required details
Enter the user's basic information including name, email, phone number, and other required fields
What you'll need to do:
- Enter the user's full name
- Provide a valid email address (this will be their login)
- Add phone number for contact purposes
- Set a temporary password (user can change later)
- Fill in any additional required fields
Important Information
Make sure to verify the email address before sending the invitation as this will be used for login.
Select the Role you want to assign to the user
Choose the appropriate role (Admin, Manager, User, etc.) based on the permissions you want to grant
What you'll need to do:
- Review available user roles in the dropdown
- Admin: Full access to all features
- Manager: Limited administrative access
- User: Standard user access
- Select the role that matches their responsibilities
Role Permissions
Start with minimal permissions and add more as needed. You can always modify roles later.
Select the company/companies you want to give access to
Choose which companies or organizations the user should have access to in Taxlink
What you'll need to do:
- View the list of available companies
- Select one or multiple companies as needed
- Consider the user's job responsibilities
- Some roles may require access to multiple companies
- Confirm your selections before proceeding
Click on "Add User" to complete
Review all the information and click the Add User button to create the new user account
What you'll need to do:
- Review all entered information for accuracy
- Double-check email address and role assignments
- Verify company access permissions
- Click "Add User" to create the account
- The system will send an email invitation to the new user
Account Created Successfully
The new user will receive an email with login instructions and password reset link.
Need Help with User Management?
Our support team can help you set up users and configure permissions for your organization.
User Management Best Practices
Start with Minimal Permissions
Add more permissions as needed
Regular Access Reviews
Review user access periodically
Keep Information Updated
Maintain current contact details
How to create personalized roles?
Learn how to create custom roles with specific permissions for your organization's needs.
Read Guide →Permission Settings Guide
Understand different permission levels and how to configure them for maximum security.
View Permissions Guide →