--- title: Add 990 Tracker Users description: Learn how to add users to the 990 Tracker in K1x. Follow step-by-step instructions to grant access, manage permissions, and ensure the right team members can track filings efficiently. --- [Skip to content](https://support.k1x.io/add-990-tracker-users#main-content) [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new?hsLang=en-us) [Client portal](https://support.k1x.io/tickets?hsLang=en-us) [![Group 16](https://support.k1x.io/hs-fs/hubfs/Group%2016.png?width=75&height=75&name=Group%2016.png)](https://support.k1x.io/?hsLang=en-us) - [Knowledge Base](https://support.k1x.io/) Open main navigation Close main navigation - [Knowledge Base](https://support.k1x.io/) - [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new) - [Client portal](https://support.k1x.io/tickets) How can we help? - There are no suggestions because the search field is empty. 1. [K1x Knowledge Base](https://support.k1x.io/?hsLang=en-us) 2. [990 Tracker](https://support.k1x.io/990-tracker?hsLang=en-us) 3. [990 Tracker FAQ](https://support.k1x.io/990-tracker?hsLang=en-us#990-tracker-faq) December 19, 2025 # Add 990 Tracker Users ## Learn How to Manager User Access in 990 Tracker ### Manage users from your 990 Tracker account Users with 'Tax Director' role permissions can add and manage users from within 990 Tracker. Users will need to be added to each engagement that they should have access to. #### ADD NEW USER TO AN EXISTING ENGAGEMENT #### Step 1 If the user does not exist in 990 Tracker, you will need to add the user. After receiving your invitation, the new user will need to create an account using the link in the Welcome email. - Open the engagement - Go to **Basic Data** \> **Permissions** - Select '**Add User**' ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/16826267966103-Oct-10-2025-02-04-22-4295-PM-1-1.png) - Enter **Email Address**, **First Name** & **Last Name** - Click the '**Create User**' button ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/16826278359703-Oct-10-2025-02-04-24-6213-PM-1-1.png) - The new user will receive a welcome email - They must activate their new user account within 30 days. ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/16826307696535-Oct-10-2025-02-04-19-3908-PM-1-1.png) #### Step 2 Once a New User accepts the invitation and creates their account, you will need to add the user to one or more engagements. - On the **Permissions** page, click the '**Add Permission**' button ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/16826404795671-Oct-10-2025-02-04-26-7725-PM-1-1.png) - Choose the User Name from the '**Select a Registered User**' dropdown and click the '**Add**' button, or click the '**Add & Send Email**' button to notify the user that they have access to an engagement ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/16826424317463-Oct-10-2025-02-04-23-5847-PM-1-1.png) #### ADD EXISTING USER TO A NEW ENGAGEMENT - Open the engagement - Click Basic Data \> Permissions - On the **Permissions** page, click the '**Add Permission**' button ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/16826404795671-1-2-1-1.png) - Choose the User Name from the '**Select a Registered User**' dropdown and click the '**Add**' button, or click the '**Add & Send Email**' button to notify the user that they have access to an engagement ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/16826424317463-1-2-1-1.png) #### DELETE USER FROM ENGAGEMENT - Open the engagement - Go to **Basic Data** \> **Permissions** - Click the trashcan icon under '**Tools**' for the user you wish to remove from the engagement ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/16831508744855-Oct-10-2025-02-04-18-2242-PM-1-1.png) **Note:** Deleting a user from an engagement **does not** delete the user from 990 Tracker, or from the Account/Organization. This can only be done by sending a request to the K1x support team. \*Users will be assigned "Registered User" role. 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