Users & Permissions
Manage your entire team — invite users, assign roles, configure permissions, and maintain full control over who can access what.
User Roles
| Role | Access Level | Typical Use |
|---|---|---|
| Admin | Full access within the firm — users, billing, settings, all data | Firm owner, office manager |
| Preparer | Own clients, referrals, commissions, and GIO tools | Tax preparers, agents |
| Client | Own intake submissions, referral rewards, and appointments | Clients using the portal |
An Admin can also act as a Preparer by enabling the "Also acts as a preparer" toggle when adding or editing their account. This lets firm owners handle their own client caseload while retaining full admin access.
Inviting Users
- 1
Go to Users → Add User
Enter the user's email address and select their role — Admin, Preparer, or Client.
- 2
Send Invitation
The invited user receives an email with a secure sign-up link. Links expire after 7 days.
- 3
User Completes Sign-Up
They click the link, set a password, and are immediately active in your firm.
Need to invite a large team? Use the Bulk Upload feature (Users → Bulk Upload) to import users from a CSV or Excel file — create hundreds of preparer or admin accounts at once.
Custom Permissions
Beyond the built-in roles, you can customize permissions at the individual user or role level. Toggle specific features on or off per user.
- Enable or disable access to specific modules (GIO, Finance, Settings, etc.)
- Grant read-only access to specific areas
- Restrict data export permissions
- Control who can manage other users
- Preview effective permissions before saving
User Notes
Admins can add internal notes to any user's account. These are not visible to the user — they're for internal tracking, onboarding notes, or HR-related context.
User Detail View
Click any user in the user list to open their full detail view:
- Profile information and contact details
- Role and permission assignments
- Activity history (last login, recent actions)
- Referral and earnings summary
- 2FA enrollment status
- Active sessions
- Internal notes
Preparer Enrollments
Before a preparer can receive commissions, they must complete the enrollment process — accepting the referral agreement, setting up their payout method, and verifying their identity.
- Guided enrollment flow for new preparers
- Admins can track enrollment status for all preparers
- Enrollments can be required before a preparer becomes active
- Re-enrollment triggered when agreement terms change