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17849: Drake User Accounts and New User Manager


Support Website + User Manager

What is the Drake User Account change and the New User Manager?

 

Drake Software is moving to a single sign-on (SSO) model for accessing Drake websites and applications. “Single sign-on" allows you to sign into multiple accounts with one set of credentials. Eventually, all Drake users will have only one username and password for accessing Drake applications, but this change will happen over time, in phases.  

For Drake users, this will mean managing only one username and password, and the ability to access Drake applications from a single location—the User Manager (User.DrakeSoftware.com). Accounts are secured using multi-factor authentication (MFA), and users can add extra security to their account with an authenticator application.  

Phase 1 (completed October 19, 2022):

The Drake User Manager was launched and integrated with Drake User Accounts (support.drakesoftware.com), and SSO was activated for Drake User Accounts.

  1. The Drake User Account website, Support.DrakeSoftware.com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. Users accessing the support site are now redirected to the new login page: 
    • Log in with your Drake User Account credentials, using your email address for your username. 
    • Enter the six-digit passcode sent to your email to complete the login steps. 
      • NOTE: In the new sign on process, multi-factor authentication is enabled for all users; when logging in from an unknown device, Drake sends an email to verify the user's identity.
  2. The User Manager application, for managing Drake user accounts and accessing web applications, was launched. 
    • All existing user account information for your firm have been moved to the new User Manager.
    • From the User Manager, Drake users can access web applications and manage their Drake account details (change password, enable an authenticator app for multi-factor authentication, update security questions, and view user activity).
    • In addition to the above, Admin users can manage users for their firm (view current users, enable/disable users, add users, edit user email addresses, and grant users access to applications). 

Phase 2 (Completed November 21, 2022):

Drake Portals and Drake Zero was integrated with the Drake User Manager and SSO. 

Drake Portals (SecureFileProTM)

Note: This change only affects Drake Portals administrator and preparer accounts. Clients and taxpayers that use Drake Portals are not affected.

Now that Drake Portals is moved to single sign-on, firm users will log in to the portal using their Drake User Account credentials. To ensure a smooth transition, you must grant users access to Drake Portals. To do so:

  1. Log in to the User Manager at User.DrakeSoftware.com.
    • If you do not have a Drake User Account, a separate onboarding email will be sent to the email address on file.
  2. Go to Manage Accounts to manage user accounts for your firm.
    • If necessary, click Add User to create a new user account.
  3. The Manage Accounts page lists the existing user accounts for your firm. Click an email address from the Username column to view the user’s account details.
    • Review the user’s details, including his or her name and email address. If updates are necessary, click the three vertical dots on the right side of the screen, and choose Edit User. Save changes.
  4. To grant the user permissions to applications, select Application Access.
  5. Select Drake Portals from the Select Application drop list.
  6. Choose the roles the user should have in the application. For Drake Portals, the roles are “User,” “Admin,” or “Owner.” Click Submit.
  7. The application (Drake Portals) and selected role are now displayed in the list of accessible applications for the user. To edit roles or remove application access, select the appropriate icon from the Actions column.

What to Expect After Phase 2 is Complete:

  • Drake Portals firm users will log in using their Drake User Account credentials. Additionally, when logged in to User.DrakeSoftware.com, Drake Portals is listed on the Applications page. Clicking an app from this page logs the user directly into the application.
  • When accessing Drake Portals from Drake Documents for the first time after the completion of this phase, you must enter your Drake User Account credentials.

Add new and manage existing Drake Portals firm users in the User Manager (User.DrakeSoftware.com). Drake Portals firm users are no longer managed in Drake Portals.

Drake Zero

Once Drake Zero is moved to single sign-on, users will log in to the Hub using their Drake User Account credentials. To ensure a smooth transition, you must grant users access to Drake Zero. To do so: 

  1. If you have existing Drake Zero users in the Hub, make sure there are no duplicate email addresses used. Each user must have a unique email address. 
  2. Log in to the User Manager at User.DrakeSoftware.com 
    • If you do not have a Drake User Account, a separate onboarding email will be sent to the email address on file.  
  3. Go to Manage Accounts to manage user accounts for your firm.  
    • If necessary, click Add User to create a new user account.  
  4. The Manage Accounts page lists the existing user accounts for your firm. Click an email address from the Username column to view the user’s account details. 
    • Review the user’s details, including his or her name and email address. If updates are necessary, click the three vertical dots on the right side of the screen, and choose Edit User. Save changes.  
  5. To grant the user permissions to applications, select Application Access
  6. Select Drake Zero from the Select Application drop list.  
  7. Choose the roles the user should have in the application. For Drake Zero, the roles are “User” and “Admin.” Click Submit
  8. The application (Drake Zero) and selected role are now displayed in the list of accessible applications for the user. To edit roles or remove application access, select the appropriate icon from the Actions column. 
  9. To grant the user permission to Web Check Print, repeat steps 4 through 7, selecting Web Check Print from the Select Application drop list. 

What to Expect After Phase 2 is Complete:

  • Drake Zero users will log in using their Drake User Account credentials. Additionally, when logged in to User.DrakeSoftware.com, Drake Zero is listed on the Applications page. Clicking an app from this page logs the user directly into the application.  

Add new and manage existing Drake Zero Hub users in the User Manager (User.DrakeSoftware.com). Drake Zero Hub users are no longer managed in the Drake Zero Hub.


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