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| How do I add Login IDs for additional users for my organization? |
| If you are the primary contact for your organization, you have the ability to add Login IDs for additional users from your organization. Here are the steps to do that:
- Please go to the http://efile.form990.org/ homepage and log in
- After you have logged into the system, you will be taken to the Control Panel page.
- In the Quick Menu on the left side, select the link for "Manage User Accounts".
- Find and click the "Add User" button.
- Complete the information for the new user adding their name, title, email and phone number.
- Answer "Yes" to the question "Is this person authorized to sign your organizations Form?" if you want them to be able to sign the filing. Then answer Yes or No to �Are they the Chief Fiscal Office?�, this questions does not affect anything. Finally answer �No� to the last question unless you want this new user to be primary user on the account (which you currently are). Click "Next" button.
- The new user will be sent an activation e-mail. Please ask them to look for an email from [email protected] (990 Online Tech Support). They must find this email and click on the link inside before they we be able to enter or sign a filing for your organization. You will receive a notification when they have activated their new Login ID
Once the new user ID is created, their name will appear in the dropdown list of possible signers on the Signatures/Certification section inside the filing. Select their name and save. Once they activate their new Login ID they will be able to log in to use our system to view, enter, download and/or sign filings.
Potential issues:
- If you do not see their name in the dropdown box on the filing, adjust their ability to sign on the Manage Accounts page (see below).
- If the new user cannot log in to sign, their Login ID may still be pending activation. Ask them to look for an activation email from [email protected].
- If you do not see the "Add User" button, you are not currently set up as the Primary User and you will not be able to add more users for your organization. Please contact the Primary User for your organization or Technical Support for assistance.
- If you are the Paid Preparer for an organization, you will not be able to see the "Add User" button when logged in with your paid preparer Login ID. Please go here for further instructions on how to add a new signer for the organization.
How to update a user's title, email address, phone or their ability to sign:
- Please login and go to your Control Panel.
- Select Manage User Accounts from the list at the bottom left and then on the next page in the box under "User List for.."
- Click on the number ID link to the left of the person's name you would like to edit.
- On the next page titled "Edit User Information Page" enter or adjust the user's information.
- Click Submit. And then click the Home tab at the top left to get out of this section.
If you are the Paid Preparer for an organization, you will not be able to see the "Add User" button when logged in with your paid preparer Login ID. Please see this FAQ entry for instructions. |
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