Image Description Support Center

Our Support number is: 1-800-516-9442
<- Back to Main Page

How do I modify or delete a user name in SureFire?


🔍 How do I modify or delete a user name in SureFire?

This guide explains how to:

  • Modify a user name in SureFire
  • Delete a user name in SureFire

⚠️ Before You Begin

Before deleting a user name, you must move or delete all of that user’s live tax returns using Return Explorer.

SureFire also suggests making a backup of all returns prior to deleting them.

If the user has only prepared training returns in the Training security group, you do not have to move or delete the returns before deleting the user name.

📝 Step-by-Step Guide

Step 1: Log into SureFire as the Admin user

Use this when you need to access Setup Assistant and manage user accounts.

Log into SureFire as the Admin user.

Step 2: Open Setup Assistant

Use this to reach the Groups and Users area.

Go toTools Utilities/Setup Assistant Setup Setup Assistant.

Step 3: Click Groups Users

Use this to view the list of user names.

Click Groups Users.

Step 4 (Modify): Select the user name and open View/Edit

Use this when you need to change an existing user name.

Select the user name you want to change and click View/Edit.

Step 5 (Modify): Update the user name and save

Use this to apply your changes and exit Setup Assistant.

Make any necessary changes to the user name and click OK.

To save your changes and close Setup Assistant, click Save and Close.

Step 4 (Delete): Select the user name and click Delete

Use this when you need to remove a user name.

Select the user name you want to delete and click Delete.

Step 5 (Delete): Confirm the deletion

Use this to confirm SureFire’s prompt.

SureFire displays a message similar to the following:

Click Yes to delete the user name.

Step 6 (Delete): Handle the error if the user has returns

Use this when SureFire prevents deletion because returns still exist.

If the user name you are deleting contains returns, you will see the following error message:

Click OK. Delete or move the returns; then, repeat the steps above to delete the user.

Step 7 (Delete): Save and close

Use this to finalize your changes.

Click Save and Close.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup