The Drake User Manager allows you to set up and configure access for all the users in one place. To get started, go to https://user.drakesoftware.com/ and log in with your email address and account password. You can also launch this by going to the Drake Software Support website > Account > User Info.

Once you have logged in, you will see a variety of options depending on what role was selected when your account was set up by the account owner. For example, someone with a role of "user" will have fewer options than someone with a role of "admin." Only administrators can create and edit details for other account holders with the Manage Accounts feature. The Drake User Manager website will log a user out after 10 minutes of inactivity.

Non-admin users only have three options on the left: Applications, My Account, and Log Out. Admin users have four sections (shown above): Applications, My Account, Manage Accounts, and Log Out.

Applications

This section allows you access to the Drake Software Support Website, Drake Portals, Drake Zero, and Web1040 with a single click.

My Account

From the My Account section, a user can see the details of their own user account. Five tabs are available: Details, Change Password, Multi-Factor Authentication, Security Questions, and User Activity.

You can make changes to your First Name, Last Name, and Email Address from the Details tab. For more detailed information about email address changes, see Drake User Manager - Change Email Address.

Change your password on the Change Password tab. For information about recovering a forgotten password, see Drake User Manager – Password Recovery and Expiration.

MFA

Configure Multi-Factor Authentication with an authenticator app on your mobile device from the Multi-Factor Authentication tab.

• MFA via email is enabled by default with single sign-on. The option discussed above allows you to use an authenticator app instead of email, when enabled.

• If a user enables the use of an authenticator app, but loses or changes their MFA device, any user with the Admin role can disable two factor authentication by logging into the User Manager and going to Manage Accounts > User Details > select the user > click the hamburger button > select Disable Two Factor Authentication.

Make changes to the security questions chosen and update your answers from the Security Questions tab.

The User Activity tab will show the actions taken for your user account (including on-boarding and role changes). Users with the Admin role enabled will see activity for other users as well as their own activity.

Manage Accounts

This section is only available for users with the role of "Admin" for the Drake User Manager. Use Manage Accounts to add users and make changes to existing users.

Add User

To add a new user, click Manage Accounts, above the grid of existing users, select Add User. Complete the required fields, including the user's First Name, Last Name, Email Address, and select to send an on-boarding email (optional)*. Then click Save.

The new user is created and displayed in the list of all users. Note that this only creates an account with the role of "user" for the Drake User Manager application. If this individual should have admin level access to the Drake User Manager or access to any other application, access must be granted by editing the user and selecting additional applications and roles (see above for steps on editing users). See Drake User Manager - New User Steps for the steps that the new user will take to finish their onboarding.

Edit or Delete User

To edit or delete an existing user, choose Manage Accounts from the menu on the left.

In the grid, click on the user's email address under the Username column. You can also filter or search for users in the grid. Once user details are displayed, click the hamburger menu to:

• Edit User – This allows you to make changes to their first name, last name, email address, and status. If you need to disable (but not fully delete) a user, select Edit User and toggle the option for status to Disabled and Save.

• Delete User – Use caution when selecting this option.

• Clear Security Questions – User is prompted to choose new security questions the next time they log in.

• Disable Two Factor Authentication – Allows the user to receive an email verification code instead of the authenticator app that was configured. This can be used when a user changes their mobile device without reconfiguring their account access.

Application Access

On the Application Access tab, configure their access to Drake Apps, such as the User Manager and the Drake Software Support Website. Existing permissions for each application are shown. Click the icon that has a silhouette and a gear to edit their roles for the listed application.

• If another application should be added, select it from the drop list and the configure their permissions for the app.

• To allow them to access the Drake Software Support Website, you must select it from the Select Application drop list.

Once you choose the application from the drop list, select which role(s) the user should have in that application. At least one role must be selected before you can click Submit.

Roles

Support Site

Available roles for the support site include:

• Admin (allows access to all of the items listed below)

• Account & Banking

• User (should be chosen when the person is not an Admin, but needs access to other sections)

• EFIN Management

• Online EF Database

• Efile Password

• Reports > E-file Lookup

• Reports > Bank Products

• Reports > MOM

• Reports > Add on Fee

• Reports > Protection Plus

• Reports > DIY Referrals

• Reports > ABC Voice

• Reports > Contact List

• Reports > Manage Saved Reports

• Reports > Manage Suppressed Returns

• Reports > Returns

• Reports > Checks

• Reports > Fees

• Reports > 94x

• Reports > Fraud

• Reports > EF Summary

• Reports > Preparer Summary

• Reports > Zip Code Summary

• Reports > Returns Summary

• Reports > Returns by Ack Summary

Drake Portals

Available roles for Drake Portals include:

• User

• Owner

• Admin

Update Your Password

The Drake User Manager password expires after 180 days and must be reset. The next time you attempt to login after 180 days have passed, you are prompted to update your password:

Follow the prompts to set up a new password. Note that your new password cannot match any of the most recent 5 passwords. For more information about password requirements, see Drake User Manager – Password Recovery and Expiration.