Scenario: The volunteer has multiple usernames because they work at multiple sites or prepare returns for the main site and its Ad Hoc Sites?
Q1: Can I link the user names to the same cell phone number?
A1: Yes. You will follow the same procedures that you do for allowing multiple user names per email address. Once the user has updated their information with their cell phone number, there is a selection box in the user’s Preparer Setup Menu to allow for multiple user names for the cell phone number. See example below:
Q2: I have already completed the Update Account information for my username and left the cell phone number blank because it was not unique…what should I do?
Q2: A user that has the ability to access Configuration>>Preparer(s) Setup needs to do the following:
(1) Edit the username that has the cell phone number and select the box for Allow multiple accounts to use this Cell Number.
(2) Edit the additional user name(s) that need to be associated with the cell number, enter the cell number and save the information.
Blog Posted 09/21/2017