- Help Center
- User Access
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User Access
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Beneficial Ownership Information (BOI) Reporting
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User Email Preferences
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Adding Service
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Document notification
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Using your Service
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Annual Charitable Solicitation Registration
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Tax Years
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All Services
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Licenses
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Annual Reports & Other Entity Registration Events
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Individuals
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Cancelling Service
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Accounts
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Logging In
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General Information
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My Profile
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Entity Registrations
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Managed Annual DBA Service
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Dynamic Disclosures
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Settings
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Qualifying Individuals
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Payment Options
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Managed Annual Report Service
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Companies
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Subscriptions
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Licensing Events
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Invoices
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Locations
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Managed Annual License Service
What are the different levels of user access?
When adding or editing an Individual, you have the option to invite them into your Account as a credentialed user. Below are the access levels you can choose from:
Individual License User
Individual License Users only have access to their own individual licenses with License Manager.
Individual License Users only have access to their own individual licenses with License Manager.
If you see a badge showing an Access Level "Not Invited", this means that the Individual was never invited, has no login, and has no access to the account.