> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartpractice.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Managing Users on DreamTax

| This guide is for DreamTax users who login directly on DreamTax via the website and not via SmartPractice. 

1. Go to the Overflow Menu ( ≡ )

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1xog4vw.png)

2. Click on User Details

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/user-details-menu_fwt4pe.png)

3. Click on Add User

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/manage-users-dt_1q4ry7j.png)

4. Add the User Details, choose the user role and click on Add User to Save. Your staff will receive an email with login details. 

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/add-user-details-dt_1hsmv8g.png)