Adding New Users

Currently, CereTax has two roles, Administrator and Read Only. Custom roles can be created if needed, see section Creating Custom Role for more information.

 Add New User

• Navigate to Administration > Users & Roles
• Select Invite New User

All fields with an asterisk are required

• Select the Active box
• Send Invitation, this button will be active once the required information is inputted

The invitation is valid for one week. If your user has not set their password within the allotted time frame, the user can be deleted using the trash icon and re-added.

Creating Custom Role

• Select New Role

Input a Role Name

• Input Role Description if desired
• Select the appropriate options you’d like your user to have
• Select Create Role, this button will be active once the required information is inputted

Once the custom role has been created, it can be assigned a user. See Add New User for step by step guidance.

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