Internal Users

Creating New User:

1. Click the Settings Gear, and then Manage Users & Groups.
2. Click Internal Users.
3. In the top righthand side click Add User+.
4. Input the First and Last name, email, and phone number.
5. Choose which Role you wish to grant this new user:
   • Administrator
   • Preparer
   • Reviewer
   • Internal Viewer
6. Click Save to create the new user.

Modify an Existing User

1. Click the Settings Gear, and then Manage Users & Groups.
2. Click Internal Users.
3. Click Edit.
4. From here you can change the first and last name, and phone number.
   • n.b. You may not change the email. In order to change the email address associated with an internal user, set up a new user with a new email address, and deactivate the old user.
5. Choose which Role you wish to change:
   • Administrator
   • Preparer
   • Reviewer
   • Internal Viewer
6. Click Save to save your changes.

Deactivate an Existing User

1. Click the Settings Gear, and then Manage Users & Groups.
2. Click Internal Users.
3. Click Deactivate on the record you wish to deactivate.
4. Click Confirm in the confirmation modal.

Deactivated users can be reactivated at any time.

Impersonate

1. Click the Settings Gear, and then Manage Users & Groups.
2. Click Internal Users.
3. Click Impersonate to begin impersonation in a new tab.
4. Any changes you make here are not permanent.
5. Be sure to exit impersonation by clicking the red exit button on the bottom of your screen.
   • n.b. Note you cannot access the portal as you until you end the impersonation.