Administrator Rights and Activities
Setting Up Users
- To add a user, select Admin > Access Control > Users tab.
- Click the New button.
- Enter user information, and then add the user to one or more groups.
Setting Up Groups
You may create groups to grant different levels of access to different users.
- To create a group, select Admin > Access Control > Groups tab.
- Click the New button.
- Enter the name of the Group in the Name field.
- Enter the location (for example, Atlanta Office) in the Location field.
- Indicate the rights for the members of the group by checking the boxes to indicate their rights to
- Add Returns
- Delete Returns
- Assign Returns
- Set Passwords
- Rollover without Delete Rights
- Bypass return passwords for batch print
- Mask Certain Personally Identifiable Information.
- Click the Accounts tab, and assign the Account(s) that you wish to allow the group to access.
- Click the Users tab and select the users you wish to assign to the Group.
Viewing a User’s Rights
- Select Admin > Access Control > Users tab.
- Select the user from the list.
- Click Rights, or click Edit, and then click Rights.
- The user’s rights appear.
Changing a Login Password
- Select User Options > Password.
- Enter the old password in the Old Password box.
- Enter the new password in the New Password box and in the Confirm Password box.
- Click Update to save the new password.
Setting Up Preferences
- From the main menu, select User Options > Preferences.
- Select the applicable option(s) to indicate if you wish to show any of the preference details for each return.
- Certain details are automatically selected, including return, year, account, type, and subtype.
- Click Update to save your changes.
- Click Close to return to the main screen.
RS Resources/qs_exp_3.htm/TY2021
Last Modified: 03/19/2020
Last System Build: 09/25/2022
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