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Users administration

Firm Administrators

The first users Administrators should create are other Firm Administrators in the *** Location. This ensures there is a backup *** Administrator login.

Add users

  1. Select
    Admin
    Access Control
    Users Administration
    .
  2. Select
    Add
     to create a new user.
  3. On the
    Users
     page, enter all the
    User Info
    .
  4. Select the
    User Rights
     or check the option to give this user Administrator Rights.
  5. Assign group(s) to this user.
  6. Select
    Create
     to add the user.
  7. Select
    Logon Hours
    ,
    Surprep
    ,
    Single Sign On
    , and
    FT Support
     to continue selection options for this user.

Location administrators

The next users Administrators should create are location administrators. This allows them to log in and create their own groups and users.
  1. Users are grouped by
    Location
    . Select the appropriate location from the drop-down.
  2. Making a user an Administrator gives them
    Access Control
     permissions.
  3. If you want to make this user a regional administrator, one who can modify groups and users in multiple locations (but not all locations), check the Regional Administrator check box, and then click the Regional Administrator tab. Select the locations that the regional administrator can modify, and then click
    Assign
    .
  4. Select
    Update
     when you are done.
To see the rights or permissions a user has, select
Rights
. This page shows you the Login ID, Location, current login status of the user, the date and time the user last logged in, as well as user rights and effective account rights. The Rights page shows the various accounts the user may access and the access levels of Full, Limited, or Preparer for each of those accounts. The seven group rights that are granted as part of the group setup process and Group Membership are also displayed.
You can also see user information from the following pages:
  • The
    Admin > Account Information
     shows groups that grant access to specific accounts.
  • The
    Reports > List Users
     report also shows users’ rights.

Single or multiple users tasks

  • You can
    Enable
    ,
    Disable
    ,
    Delete
     or
    Activate
     a single user or multiple users simultaneously from the main
    Users Administration
     list.
  • Simply select the user(s) and then the appropriate action.

This article applies to:

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