This article will show you how you can give your EROs/Sub Sites Admin access to their Office.
They can set it up and configure it however they want, they can add their preparer and obviously have access to the software so they can start right away.
👉 In their Office Settings, Click on Configuration
👉 Scroll down and go to Preparer Setup.
👉 When in Preparer Setup > Click Add Preparer
Preparer Personal Information
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You can leave the SSN Blank, if you don’t have it.
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Add in their First and Last name.
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Provide them with a Default PIN Number
If you don’t have their PTIN, you can add a dummy PTIN for the meantime but have them update it when they get access to their account.
You can answer the check boxes or set it up for them if you have that information or you can leave it blank for them to check on at a later time
Preparer Agent Information
↪ We can skip filling out their information as we don’t necessarily need it for setting up their login.
Login Account
You can then add in/create their credentials:
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Email Address
- make sure you select or add a check to “Allow Multiple accounts to use this Email address” to avoid conflict in the future, should they have additional or multiple locations. -
Cell phone number
- make sure you select “Allow Multiple accounts to use this Cell Number” (same as above. -
Create a Username and Password
- Select or add a check on “Must reset password on first login” this will prompt them to create their own password the first time they login to their account.
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For Security Template, you can leave it blank, It will then give them Admin access to their software. Note that it does not give them admin access to your software.
Once you Click Continue, you will then be routed to this screen,
You have now successfully created a login for your client.
You can now give them a link to the URL for your software, and provide them with their login information.
They should now have access to your software.
