Setting Firm Configuration

Firm Administrator Login

Only administrators can set the Firm Configuration in RS Browser. To log in as the firm administrator, enter:

• the login ID of the firm administrator
• the firm
• “***” in the location field
• the password for the firm administrator.

The figure above shows the screen where this information is entered. The firm administrator’s initial login ID is ADMINISTRATOR. The firm and initial password are indicated in an email sent to the firm administrator. The firm administrator will be prompted to select a new password upon initial login.

Before setting up other user logins, the *** Firm Administrator should make selections in the Firm Configuration screens.

1. Select Admin > Firm Configuration. The following screen appears:

   

2. Select the applicable tab to make selections:
   • General Options
   • Password Restrictions
   • Security Threshold
   • Support and Other Options
   • Single Sign-on
   • E-file Notifications
3. After making your selections, select Update to change your options, or select Restore Defaults to return to the system options.
4. Select History to review the changes a given user made and the dates of those changes.

General Options

Use this tab to:

• enable the charge warning dialog
• set PDF Document as the default printer
• enable masking of personally identifiable information (see Security Options: Redacting Certain Personally Identifiable Information)
• enable multi-user access to tax returns when using pass-through
• enable password check for tax returns when using pass-through
• enable password reset capability for users (see Security Options: Password Reset Feature).

Password Restrictions

Click here for more information on password restrictions.

Security Threshold

Click here for more information on setting security threshold options.

Support and Other Options

Click here for more information on setting support and other options.

Single Sign-on

Use this tab to:

• enable single sign on using SAML Authentication
• require SAML Authentication to login
• allow firm administrators [in *** Location] to login without SAML Authentication.

E-file Notifications

E-file Notifications

 

 

 

RS Resources/exp_firm_config_1.htm/TY2021

Last Modified: 03/19/2020

Last System Build: 09/25/2022

©2021-2022 Thomson Reuters/Tax & Accounting.