Unlocking an Organizer for a Client

If a client fails to enter the proper access code three times, the organizer will be automatically locked by SafeSend Organizers. This is a security feature to prevent unauthorized access. When an organizer gets locked, an email like the one below is sent to the taxpayer and to the firm:

org-locked-email.png

The client can choose between:

  • Waiting five minutes and then requesting a new access code via the organizer landing page.
  • Contacting the firm to unlock the organizer.

How to unlock an organizer

  1. Go to Organizers > Organizers Report.
  2. Find the organizer.
  3. Click the ellipses (...) drop-down menu.
  4. Select Unlock Organizer.

Info

  • Unlock Organizer will not appear if the user requests and successfully enters a new access code.

org-locked-unlock.png

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