Institutions with Single Sign On (SSO) enabled that need to add Vendors, Individual Contractors or Non-SSO Users should enable Password Login for the users.
Additionally, Institutions can change the email for users who no longer have access to their SSO credentials (eg. leave the institution or graduate) but will still need access to their Calculus profiles and tax forms.
Non-SSO Users
1. Add the User(s) manually or by bulk import.
2. Navigate to the left side menu bar and Click on Users tab, click All Accounts.
3. Select the user record and a side panel will appear.
4. Scroll down and enable Password Login.
Non SSO Vendors
1. Add the vendor(s) manually or by bulk import.
2. On the left side bar menu, navigate to Vendors
3. Click Active Vendors.
4. Select the vendor record and a side panel will appear.
4. Scroll down and enable Password Login.
Send Activation Email
Send the user or vendor an activation email so they can activate their account.
1. On User List or Active Vendor List page, click on the User or Vendor.
Info: You can select multiple users or vendors on the page by checking the box in the User Names column
2. Select Actions at the top.
3. Scroll down to Emails.
4. If you created a custom activation email, ensure that the activation link is included.
Warning: The activation link expires after 24 hours. User or Vendor can select 'Forgotten Password' to set a new password.
Login
1. The user or vendor will receive the activation email and set their password.
2. The users or vendors will use https://calculus.sprintax.com/ to login with their email and password.
Users Who Previously Used SSO
Administrators should change the email address for users who previously used SSO but no longer have access to their Institution credentials. The users will be able to access their Calculus profiles and tax forms for the relevant tax year.
Change User Email
1. On the left side menu select the Change User Email button.
2. Enter the User's current Calculus email address and input the new email address.
3. Navigate to the Users Tab and click All Accounts.
4. Select the user record and a side panel will appear.
5. Scroll down and enable Password Login.
6. Notify the User of the email change by sending them an activation email to set a password.
7. The user will now login with https://calculus.sprintax.com/
Important: Advise the users of the updated login process using Password Login instead of SSO. Users can use Forgotten Password link to set a new password.