Administrators can view Individual User Account from the user list.
Access
1. Login to your Calculus account.
2. Head to the users tab > All Accounts and click anywhere on a user’s record.
3. A side panel will appear right side of the screen.
- Account Details: Displays the last date the record was updated and by whom. Clicking on the Edit button will bring you to the User's profile and questionnaire.
- Approval Status: Assign approval status.
- Comment: A space to leave internal comments about this user's record.
- Campus: Assign this user to a specific campus if relevant.
- Responsible Officer (RO): Assign an RO to the user if relevant.
- MFA Status: The status of the user's multi factor authentication. This is necessary for users to e-sign documents.
- Account Status: Administrators can Activate/Deactivate the record. Option to Lock/Unlock a users record.
- Test File: Mark this record as test file.
- For Deletion: Mark this record for deletion. For more information, please see Delete Records.
- Contact Details: User's contact details
- Residency Details: A summary of the user's residency status.
- Tax Treaty: A summary of the user's tax treaties and eligibility.
- Tax Forms: A link to view and download user's relevant tax forms in PDF.
- E-signed Documents: A list of e-signed documents and forms available for download.
- Uploaded Documents: A list of documents user has uploaded to their profile and available for download.
Important: If any of the signed forms are made obsolete, a message in orange will appear with more details.