Manage access to your accounts

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Access by other users

Grant another user access to an account

To grant a user access to an account, you must be an Administrator on the account.

Also, the person you want to add must have a SAW user account, the user must be logged into My DOR, and they must have saved their user profile information in My DOR. You will need their SAW user ID and email address to grant them access.

1. Click the Log in button.
2. Log in by entering your SAW User ID and Password, then click Log in to My DOR. If asked, complete the Multi-Factor Authentication challenge to verify your identity.
3. On the My DOR Services page, in the Individuals and Families section, click the Working Families Tax Credit link. If you are on the Working Families Tax Credit page, continue to the next step.
4. On the Working Families Tax Credit page, click the Go to my Account Summary link. If you have access to more than one individual or business, click the name of the individual requiring the update to user access.
5. On the account Summary page, click the More Options tab.
6. In the Your Account section, click Add or Remove Other User’s Access.
7. On the Manage Customer Access page, click the Add User link.
8. On the User Information page, enter the new user’s SAW User ID and Email address. Click the Next button.
9. On the Access Type page, review the information about Administrator and Account Manager permissions. Select the customer access type from the menu and then, click Next.
10. On the Account Selection page, select the account(s) you want the new user to have access to. The user’s access level defaults to Prepare and Pay for each account.
11. Click Next.
12. On the Verification page, review your selections and then, click Submit.
13. On the Confirmation page, you can click the Print Confirmation button to print this information for your records. Click OK.
14. The new user is now listed under the User IDs section of the Manage Customer Access page.

Update another user's access

 

If you need to change a user’s access to either grant them additional permissions or apply additional restrictions, you must be an Administrator on that account.

1. Click the Log in button.
2. Log in by entering your SAW User ID and Password, then click Log in to My DOR. If asked, complete the Multi-Factor Authentication challenge to verify your identity.
3. On the My DOR Services page, in the Individuals and Families section, click the Working Families Tax Credit link. If you are on the Working Families Tax Credit page, continue to the next step.
4. On the Working Families Tax Credit page, click the Go to my Account Summary link. If you have access to more than one individual or business, click the name of the individual requiring the update to user access.
5. On the account Summary page, click the More Options tab.
6. In the Your Account section, click Add or Remove Other User’s Access.
7. On the Manage Customer Access page, click either the Account Manager or Administrator link next to user’s information that you want to change.
8. On the Manage Access page, click either the:

• Account Manager or Administrator link in the Business row. You will have the option to change the Type of Access to either the Account Manager or Administrator role.
• Prepare and Pay, Make payments, or Preparer link in the account row. You will have the option to change the Type of Access to the following:
  • Make Payments – Allows the user to make payments only.
  • Prepare and Pay – Allows the user to prepare returns and make payments.
  • Prepare – Allows the user to prepare and submit returns.

9. Click Save.
10. The updates access for this user is now listed on the Manage Access page.

Cancel another user’s access

 

If you need to cancel a user’s access to an account, you must be an Administrator on that account.

1. Click the Log in button.
2. Log in by entering your SAW User ID and Password, then click Log in to My DOR. If asked, complete the Multi-Factor Authentication challenge to verify your identity.
3. On the My DOR Services page, in the Individuals and Families section, click the Working Families Tax Credit link. If you are on the Working Families Tax Credit page, continue to the next step.
4. On the Working Families Tax Credit page, click the Go to my Account Summary link. If you have access to more than one individual or business, click the name of the individual requiring the update to user access.
5. On the account Summary page, click the More Options tab.
6. In the Your Account section, click Add or Remove Other User’s Access.
7. On the Manage Customer Access page, click either the Account Manager or Administrator link next to the user that you want to delete from the account(s).
8. On the Manage Access page, click either the Cancel Access link in the Business row (to cancel access to all the accounts for that individual) or next to the specific account(s) you want to remove the user’s access to.
9. Select Yes to confirm.
10. On the Manage Access page, the link in the Business and/or Account row will now be Grant Access if you want to reinstate access for this user to the account(s).

Your own access

Cancel your own access

 

You can cancel or delete your own access to accounts. If you want to reinstate your access you will need to use a Letter ID to gain access.

1. Click the Log in button.
2. Log in by entering your SAW User ID and Password, then click Log in to My DOR. If asked, complete the Multi-Factor Authentication challenge to verify your identity.
3. On the My DOR Services page, in the Individuals and Families section, click the Working Families Tax Credit link. If you are on the Working Families Tax Credit page, continue to the next step.
4. On the Working Families Tax Credit page, click the Go to my Account Summary link.
5. On the account Summary page, click the Manage My Profile link in the top right corner of the page.
6. In the Access Management section, click Manage My Access.
7. In the Access Settings page, click either the:

• Administrator or Account Manager link in the General Access row to delete your access to all accounts for an individual.
• Prepare and Pay, Make payments, or Preparer link in the account row to delete your access to that account only.

8. Click either the Cancel My Access or Cancel my access to this account link.
9. Click OK to confirm.

Check if you are an administrator

 

Administrators have unlimited access to their accounts.

1. Click the Log in button.
2. Log in by entering your SAW User ID and Password, then click Log in to My DOR. If asked, complete the Multi-Factor Authentication challenge to verify your identity.
3. On the My DOR Services page, in the Individuals and Families section, click the Working Families Tax Credit link. If you are on the Working Families Tax Credit page, continue to the next step.
4. On the Working Families Tax Credit page, click the Go to my Account Summary link.
5. On the account Summary page, click the Manage My Profile link in the top right corner of the page.
6. In the Access Management section, click Manage My Access.
7. You will see an Administrator link in the General Access row under the name of the individual. If you see an Account Manager link in the General Access row, you will need the Administrator on the account to update your access.