Managing Users on DreamTax
This guide is for DreamTax users who login directly on DreamTax via the website and not via SmartPractice.
- Go to the Overflow Menu ( ≡ )
- Click on User Details
- Click on Add User
- Add the User Details, choose the user role and click on Add User to Save. Your staff will receive an email with login details.
Updated on: 18/01/2024
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