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

Administrators

Using groups provides administrators a method of granting rights to users at the group level without having to modify each user’s rights individually.

There are three types of administrators:

firm administrator
location administrators
regional administrators.

The firm administrator login must be used initially to set up other firm administrators, regional administrators, and location administrators who can then create their own groups and users. Any administrator can grant the administrator right to another user, although only the firm administrator can grant regional administrator rights to another user.

Firm administrators can designate locations for the users and groups that they create, whereas location administrators cannot designate locations. This keeps each group and user unique from groups and users created in other locations.

User Locations have no relationship to Group Locations. Users in any User Location can be members of any Group, without regard to Group Location.

RS Resources/exp_groups_users_2.htm/TY2021

Last Modified: 03/19/2020

Last System Build: 09/25/2022