Creating Groups

Creating a Group

1. Log in as an administrator.
2. Select Admin > Access Control > Groups tab.
3. A default Group Location of *** and a list of existing groups appear as shown below.

   

4. Initially, only the firm group exists (group location ***). This group name varies depending on the name Thomson Reuters created for the firm during the initial setup. Any member of this firm group has rights to all accounts.
   

Assume that offices exist in Dallas, New York, and Los Angeles. Each office has an administrator who creates groups and users. The firm administrator can create a group for each location and associate one or more location administrators with any group.

Creating an Administrator Group

1. Click the Groups tab, and then click New.
2. The screen shown below appears.

   

3. Enter the name of the group and a descriptive unique location. In this example, NEWYORK_ADMIN is used as the group name, and *** is used as the location.
4. Select the rights to be granted to administrators associated with this group. Administrators that belong to this group can pass whatever rights they were granted on this screen on to their own groups and users.
5. Select each account that the administrator needs to access. Only the assigned accounts are accessible by members of the group. In this example, the account 396D belongs to the New York office.
   
   Full Access should normally be used when granting access to an entire account. Limited and Preparer Access restrict access within an account to specific returns assigned to groups or users. See Using Limited and Preparer Access for more information on limiting access to returns.
   
   If Full Access is used, a user has unrestricted access to see and open all returns in the account.
6. Once you have assigned appropriate rights and accounts to the group, click Update to store the new group.
7. Click OK to return to this screen for Full Access.

   

8. Click OK to return to this screen for Preparer Access.

   

9. Click Close to return to the Groups screen shown below. The new group names should then appear in the group screen as shown. In this example, the group NEWYORK_ADMIN has Full Access to Account 396D, and the group NEW YORK_PREPARER has Preparer Access to Account 396F.

   Choosing a different Group Location in the drop-down arrow box will display different Groups that are set up for other Locations.

   

 

 

 

RS Resources/exp_groups_users_3.htm/TY2021

Last Modified: 03/19/2020

Last System Build: 09/25/2022

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