User Sync Process

Tax Operations maintains a local copy of the user, group, and team details for various reasons; for example, User ID, User Login, First Name, Last name. The User Sync Process must be initialized manually and then runs daily at 5:30 AM server time.

  To enable the User Sync Process:

  1. In your application, select Manage, and then System Settings. In System Settings, select Configuration Settings, and then User Sync Process.

  2. Do one:

    • To initialize to run daily at 5:30 AM server time, for User Sync Process, select Turn On.

    • To manually initiate a user sync, for User Sync Process, select Turn Off, then click Save, then select Turn On, and then click Save.