To create a new user in TWO, you will need to:
- Sign in to your ADMIN account
- Select Administrator in the top right and click Settings
- Click on Manage Users
- Select Create New User
- Fill out the needed information
- Select the type of account you want it to be (Super User, Return Preparer)
- Then Select License User
- Save and close
- Log out
- Log in with User ID, Username, and Password (Password for the first time will be the same as the Username)
- Set the new password
Solution Articles:
Editing/Adding Users in UltimateTax
User Functions in Online
This information applies to all UltimateTax Online software.
