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Groups administration

  1. Select
    Admin
    Access Control
    Groups Administration
    .
  2. 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.
Example: 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.

Add groups

On the Groups Administration page, select
Add
.
  1. Enter a name, location, and email for this group.
  2. Select the rights to grant to administrators associated with this group such as Add Returns, Delete Returns, Assign Returns, etc.
  3. Select each account that the administrator needs to access. Only the assigned accounts are accessible by members of the group.
    1. Use
      Full access
       when granting access to an entire account.
    2. Use
      Limited
       and
      Preparer
       to restrict access within an account to specific returns assigned to groups or users.
  4. Select
    Create
    .

Edit a group's permissions and assign users to a group

  1. On the Groups Administration page, select the group(s) you want to edit.
  2. Select one of the options that applies
    Edit
    ,
    Copy
    ,
    Rights
    ,
    History
    .
  3. Select the
    Users
     tab, to see a list of the
    Available Users
     not currently members of the group, including users from other locations.
  4. Select the user to add to the group and select
    Assign
    .

Delete or activate single or multiple groups

You can delete or activate a single group or multiple groups simultaneously.
Select the group(s) you want to delete or activate, then select
Delete
 or
Activate
.

This article applies to:

  • Product: ONESOURCE Income Tax Express RS
  • Subject: Setup, User account
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