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.
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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