Administrator Rights and Activities

Setting Up Users

  1. To add a user, select Admin > Access Control > Users tab.
  2. Click the New button.
  3. 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.

  1. To create a group, select Admin > Access Control > Groups tab.
  2. Click the New button.
  3. Enter the name of the Group in the Name field.
  4. Enter the location (for example, Atlanta Office) in the Location field.
  5. 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.
  6. Click the Accounts tab, and assign the Account(s) that you wish to allow the group to access.
  7. Click the Users tab and select the users you wish to assign to the Group.

Viewing a User’s Rights

  1. Select Admin > Access Control > Users tab.
  2. Select the user from the list.
  3. Click Rights, or click Edit, and then click Rights.
  4. The user’s rights appear.

Changing a Login Password

  1. Select User Options > Password.
  2. Enter the old password in the Old Password box.
  3. Enter the new password in the New Password box and in the Confirm Password box.
  4. Click Update to save the new password.

Setting Up Tax Defaults

  1. Select Admin > Tax Defaults.
  2. Select the appropriate account number and year to edit.
  3. Click Open to open tax defaults for that account.
  4. To assign tax defaults to a specific user location, click Assign, and select the location from the drop-down box. Click Update to save your changes.
  5. To rebuild tax defaults, click Rebuild. A message appears indicating the tax defaults for the specified account and year have been queued for rebuild at the server. Click OK to indicate that the defaults should be rebuilt. Choose History to verify that Rebuild has finished successfully.
  6. Click Rollover to roll over your tax defaults from one tax year to the next. The rollover process completes within a few minutes. View History to verify that Rollover has finished successfully.

Setting Up Milestones (for Users of GoTracker only)

  1. Select Admin > Milestones.
  2. Select the entity for which you are adding a milestone: Firm or Location. If you select Location, a drop-down list appears. Select the appropriate location from that list.
  3. Click Add to the right of the milestone list.
  4. A new dialog box appears in the middle of the screen. Add the milestone, and click OK to add it.
  5. The milestone now appears in the list of milestones.

Setting Up Tasks (for Users of GoTracker only)

  1. Select Admin > Tasks.
  2. Select the entity for which you are adding a task: Firm or Location. If you select Location, a drop-down list appears. Select the appropriate location from that list.
  3. Click Add to the right of the task list.
  4. A new dialog box appears in the middle of the screen. Add the task, and click OK to add it.
  5. The task now appears in the list of tasks.

Setting Up Preferences

  1. From the main menu, select User Options > Preferences.
  2. Select the applicable option(s) to indicate if you wish to show any of the preference details for each return.
  3. Certain details are automatically selected, including return, year, account, type, and subtype.
  4. Click Update to save your changes.
  5. Click Close to return to the main screen.

 

 

 

RS Resources/qs_gst_3.htm/TY2021

Last Modified: 03/19/2020

Last System Build: 09/25/2022

©2021-2022 Thomson Reuters/Tax & Accounting.