IF THESE INSTRUCTIONS DON'T MATCH WHAT YOU SEE ON YOUR SCREEN...
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Note: Any typos or spelling mistakes in the email address will result in the account being unable to be accessed. Technical Support cannot correct typos or spelling mistakes in an efile account, and you would need to re-register with the correct email address should this occur.
At the Dashboard, click on the 3 horizontal lines at the top left of the screen, click on Firm Management and select Firm Users.
Note: Only Firm Admins can add/remove users to the account.
The Users page is now displayed. Locate the user or enter a First Name, Last Name or Email to filter the users.
Click the Trash Can icon directly to the right of the user to remove the user from the Firm account as an active user.
To edit the user's name, email, or role, click on the pencil icon directly to the right of that user name.
Click into any name, email address, or role fields to make edits. Press SAVE once all changes have been entered.
Please Note: Do not uncheck yourself as a Firm Admin without designating a new Firm Admin first. If you remove the Firm Admin role before adding a new Firm Admin, you can lose the ability to manage the roles of the user.
NOTES:
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If the Firm Administrator changed the email address of a firm user, then the user need to use the updated email address to be able to login to their account.
- The Criminal Firm Admin and Criminal Filer roles are assigned by the State or someone who is an existing Criminal Firm Administrator. The eFile Technical Support team will not be able to assign these roles.