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2025-05-23 - AvanTax eForms 2025.100 (Early Production Release) is ready; get it here
User SetupUser Administration

User Administration

From the Home Screen use: User Setup > User Administration
From the Menu use: Setup > User Administration

User Administration is available in eForms Standard & eForms Enterprise only

This feature is only available to the eForms user logged in as ADMIN. The ADMIN user is able to configure user settings and change the password for any other user, as well as deleting a user account altogether.


User Administration

User Administration

Add User - Create an entry in the user database for a new user account; as the new user uses eForms, their personal settings will be saved to the user database when they exit. NOTE: The ADMIN user account is automatically created upon installation of eForms Standard or Enterprise; it can neither be created nor deleted
Copy User - Copies all personal settings of an existing user to a new user account, enabling network administrators to setup multiple user accounts with similar settings
Edit User Options - Activates user settings mode for the selected user account, enabling the user to configure their personal settings as desired, and commit them to the user database on closing eForms or returning to this dialogue and clicking Done
Change Password - Changes the password for the selected user account
Delete User Account - Deletes the selected user account

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