Question 1

Add a User

Accepted Answer

||| Only Supervisor and Partner status users can add a user.

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Click on the **Dropdown Menu **

Click on User Settings

Click on Update & Add

Click on Add User

Add User Details

Click on Update Details

The user will receive an email with login details.

Question 2

Update User Details

Accepted Answer

||| Only Supervisor and Partner status users can update a user.

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Click on the dropdown menu.

Click on User Settings

Click on Update & Add

Click on Users View & Update

Click on the pencil icon for the user you want to update.

Edit the user's details or user rights.

Click on Update Details

Question 3

Update User Billing Rates

Accepted Answer

||| Only Supervisor and Partner status users can update user billing rates.

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Click on the dropdown menu.

Click on User Settings

Click on Update User Rates

Click on the pencil icon for the user rate you want to amend.

Type in the new rate and click the save icon.

You can also increase all user billing rates by a %.

Question 4

Delete a User

Accepted Answer

||| Only Supervisor and Partner status users can replace users.

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Click on the dropdown menu.

Click on User Settings

Click on Delete User

Select the user you want to delete and then click on Show Services.

If the user has no services set to their profile, you will be able to delete the user. If the user has services set to their profile, you will need to reallocate those services first before being able to delete the user.

Question 5

Manage Provisional Tax Submissions

Accepted Answer

||| Only Supervisor and Partner status users can work on the Provisional Tax Not Uploaded Report for all clients. Normal users will be able to view the report only for the clients they are allocated to. To allocate users to client services, check out this guide.

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| Make use of DreamTax for your Provisional Tax submissions. Find out more here.

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Click on PlanSmart

Select SARS

Click on Provisional Tax

If you have partner or supervisor status, you can filter the report. Then click on show report. _The report will automatically display for normal users only showing the clients that are allocated to them. _

Click on files to upload the Income Tax Return

Select Upload to current file categories.

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Question 6

User Allocations

Accepted Answer

||| Only Supervisor and Partner status users can allocate users to clients and services.

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Click on the Dropdown Menu

Click on User Settings

Click on Allocations

|| Setup Entities

Click on the "Setup Entities" icon.

Edit Partner or Admin User

Click on save at the bottom once done.

|| User Services

Click on the "User Services" icon.

Select the service from the dropdown list.

Click on "Go" to load clients and users for the selected services.

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