See also

Add a new user

Systems Access

Personal Details

Open the User Details window by choosing Tools > User List. The Staff Lookup window appears. Double-click a user to open the User Details window.

Click on an item to find out more:

The user's forename.

The user's surname.

This is defaulted to the first three letters of the user's surname. You can change this default code, for example to the user's initials or staff number. The Staff code must be unique, otherwise you cannot save this user's details.

Choose either Partner, Manager or Employee.

The user's telephone number.

Click if you want to assign a password for the user. The user will be prompted for this password every time they log into Sage Taxation.

Type the password for the user.

Type the password a second time to confirm it.