Sub users (delegating access)
What is a sub user?
Return and Auditor contacts may allow other users to view and edit returns on their behalf.
These nominated other users are called Sub users.
Creating sub-users
- Navigate to the 'Setup Sub Users' section
- Click add
- Enter the email address of the person you want to give access to
- Add a comment about them (optional)
- Click Save
- Check their details on the Sub Users screen
- You will need to notify the sub user that they have been granted access
Access rights
Sub users inherit their access rights from the parent Returns/Auditor contact.
This means a sub user can access & edit, all returns that the parent contact has an association with. If the parent Returns/Auditor contact changes (& the association is broken), this access inheritance is lost and the new Returns/Auditor contact will have to recreate the sub user.