Types of Users and Their Rights

Four types of users are distinguished by the level of rights they have:

Firm Administrators	Initiates first login for the firm Has access to all accounts for the firm Has access to all users in all groups within the firm Sets up groups and group access Sets up the location names used on the login screen Assigns account numbers to groups Assigns location administrators to groups Assigns Tax Defaults to locations
Location Administrators	Sets up users for their location Sets user access Sets user login IDs and passwords Sets up Administrators within their location Assigns account numbers for users Assigns returns to groups or users Updates Tax Defaults assigned to their locations
Regional Administrators	Same rights as Location Administrator, but can also setup Administrators in authorized locations.
Users	Accesses accounts assigned by Location Administrators May belong to more than one group if authorized by a Location Administrator May allow Support to access returns assigned to them

 

 

 

RS Resources/qs_exp_2.htm/TY2021

Last Modified: 03/19/2020

Last System Build: 09/25/2022

©2021-2022 Thomson Reuters/Tax & Accounting.