Documentation | User Guide

Documentation | User Guide

Display users

This part of the guide explains how to display and find users.

Step 1 - Go to the Taxpayer Users page

  1. Click the App Settings hyperlink at the top right of the page, then click on the Taxpayer Users tab. This action opens the Users page;

Step 2 - Find users

  1. Go to the search section (identified by a magnifying glass icon) and enter the first characters in the field. You can also use the drop-down list to sort the search by column;
  2. Click on the Go button. This operation allows you to limit the number of information displayed and to customize the search;
  3. Using the Actions drop-down list, you can change the appearance of the results list, among other things;
  4. To edit a user info, click the edit icon (pencil) associated to the desired user. This action opens the Edit user page.