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Administration tasks

Access control and functionality

Access Control
 gives you the flexibility to delegate the creation of users and groups within your firm to administrators in various locations.
Groups and users created by each location administrator are grouped by location. For example, groups and users created by the location administrator in Dallas are not visible to the location administrator in Los Angeles, unless the Los Angeles administrator has rights to the same set of accounts. If you want to restrict administrators so that they can only modify groups and users in specific locations, make them Regional Administrators, and assign them the locations they can administer.
To set up or edit users, groups, and permissions,
  1. Go to
    Admin
    , and then
    Access Control
    .
  2. Select
    Groups administration
     or
    Users administration
     and then select the task from the tabs. You can also review a specific group's or user's rights and history on this screen as shown below.
Search
Use the
Search
field to find an existing group or user.
Edit
Select the checkbox for the group or user and then select
Edit
to make changes.
Change permissions
Review and add or delete specific rights associated with a group or user.
Select
Update
to save the changes.
History
Select
Group Administration
 or
Users Administration
, then select the group(s) or users, and then the tab for
Copy
,
Rights
or
History
.
Disable, delete, enable, activate functionality
Select
Group Administration
 or
Users Administration
, then select the group(s) or users, and then the tab for
Enable
,
Disable
,
Delete
 or
Activate
functions.

This article applies to:

  • Product: GoSystem Tax RS
  • Subject: Setup, User account
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