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How to Unlock User Account for Web Version


How to unlock/reset Admin username for Web Version

You must goto HTTP://surefiretaxsoftware.net and on the login screen simply click on [Forgot Password] and a new one will be emailed to you


How to unlock/reset a created user in Web Version

You must first log into the ADMIN username in order to UNLOCK/RESET password for a Preparer username that has become "locked"

  1. After you login under ADMIN, click on [Administrator] on top right corner and click on Settings
  2. Click on [Manage Users] then find the username that is locked, or password has been forgotten and hit RESET next to it.
  3. Once you do this, the password will now be an exact copy of the Username, case-sensitive
    1. For example - if the username is BoBsToNe then the password will be: BoBsToNe
    2. After you login the first time using the default password, you will be forced to create a new, unique password

 



Tags: web,setup