We have added the email address assigned to the Preparer/User to the Preparer(s) Menu screen. This will allow the site administrator or any user with a security template that has Add/Edit Preparers enabled to quickly search for the preparer by the email address established during setup and to quickly view the email addresses.
Q: Why do I need to know the email address?
A: The email address assigned to a user must be unique within the site
Q: Why does the email address need to be unique with in the site?
A: Software Providers are required to use multi-factor authentication the first time a Preparer/User logs in from a device.
Q: If my Preparers/Users volunteer at multiple sites, can they use the same email address for their usernames?
A: Yes. Even though the usernames must be unique, the same email address can be used at multiple sites, just not within the same site.