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Create, delete, change password, permissions, or unlock account for a user


📚 What This Guide Covers

This guide shows you how to:

  • Change user permissions under the ADMIN username
  • Unlock or reset passwords for user accounts

⚠️ Before You Begin

You will need:

  • Access to the ADMIN username
  • Computer with SureFire Tax Software installed

📊 Step-by-Step Guide

Step 1: Login under ADMIN and navigate to Setup Options

Access Setup Assistant via Utility/Tools.

Login with the ADMIN username, then go to Tools > Utility/Setup Options.

Step 2: Open Setup Assistant

Locate Setup Assistant in Utility window.

On the Utility Window, select Setup > Setup Assistant.

Step 3: Find Users and Groups

Scroll down the left pane to locate user management.

On the Setup Assistant, look for Users and Groups on the left side.

Step 4: Edit user account

Select user and modify password, unlock, or permissions.

Find the username you want to change, highlight it, then click view/edit.

From this screen, you can change the password, unlock the account, or update permissions.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup,getting-started