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KB Home / WorkFlow / Invite existing users to use Email Login Setup

Invite existing users to use Email Login Setup

Article ID: 3422
Last updated: 09 Jul, 2025

  1. Within Admin Centre > Users select the Invite to be sent option displayed next to the Active status for the existing user:

  1. This will then display the Email Login Setup dialog.

  1. Enter the user’s unique email address that they will use when logging into TaxCalc and select Send Invitation.

  2. If the email address is already in use the following warning is displayed:

Inviting multiple existing users in bulk is also possible using the Bulk Email Update option in the left-hand menu.
This allows you to export a list of active users who need to update their login setup, enter their email addresses, and then import the list back to send bulk invitations for Email Login.

Please note that each email address must be unique, and no other user details will be updated except for the login email.

Once the email invitation has been sent, the user status is changed to Active (invite Pending) with options to Resend | Cancel the invitation.

The invited user will receive an email asking them to activate their account.

The activation link within the invitation will be valid for 7 days, after which the link will expire.

A new activation link can be sent at any time, whereby the previous link will be automatically cancelled/expired.

Article ID: 3422
Last updated: 09 Jul, 2025
Revision: 3
Views: 72
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