Regional administrators

The Regional Administrator assists the firm administrator in cases where there are a large number of accounts or users that need to be maintained.
To create the regional administrator’s login ID, you must be logged in using login ID Administrator and Location ***. The Regional Administrator must be created with a location of ***. The login ID should be made a member of one or more groups, as necessary, to grant access to all accounts within their region. The Regional Administrator will not be able to grant rights or assign returns in accounts to users if those users do not have rights to those accounts.
Regional administrators can assign returns from accounts within their region to any Location and Group throughout the entire firm.
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