Groups administration

Select
Admin
, then
Access Control
.
Select the
Groups Administration
tab.
note
At the start, only the
firm group
is available (located at ***). The group name is determined by Thomson Reuters during the initial set up and may vary based on the firm’s configuration. All members of this firm group have full access user rights to every account.

Add groups

On the Groups Administration page, select
Add
.
Enter a name, location, and email for this group.
Select the permissions to grant to administrators associated with this group such as
Add Returns
,
Delete Returns
,
Assign Returns
and more.
note
Administrators that belong to this group can pass whatever user rights they're granted to their own groups and users.
Use the search to quickly find a group.
Select each account that the administrator needs to access. Only the assigned accounts are accessible by members of the group.
Use
Full access
when granting access to an entire account.
Use
Limited
and
Preparer
to restrict access within an account to specific returns assigned to groups or users.
Select
Create
.

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

On the Groups Administration page, select the groups you want to edit.
Select one of the options that applies
Edit
,
Copy
,
Rights
,
History
.
Select the
Users Administration
tab, to see a list of the
Available Users
who are members of the group.
Select the user to add to the group and select
Assign
.
You can review and add or delete specific permissions associated with a group, then select
Update
to save the changes.
Select
Copy
,
Rights
, or
History
to perform the action on the group.

Delete or activate single or multiple groups

You can delete or activate a single group or multiple groups simultaneously.