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Groups administration

The
Admin
 dropdown is where you can add, edit, and delete users and groups. You can also review the permissions and history for groups or users.
  1. Select
    Admin
    , then
    Access Control
    .
  2. 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.
Example: Suppose the firm has offices in
Dallas
,
New York
, and
Los Angeles
. Each office has an administrator responsible for creating groups and managing users. The
firm administrator
 can set up a dedicated group for each location and assign one or more location administrators to any group as needed.

Add groups

  1. On the Groups Administration page, select
    Add
    .
  2. Enter a name, location, and email for this group.
  3. 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.
  4. Use the search to quickly find a group.
  5. 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.
  6. Select
    Create
    .

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

  1. On the Groups Administration page, select the groups you want to edit.
  2. Select one of the options that applies
    Edit
    ,
    Copy
    ,
    Rights
    ,
    History
    .
  3. Select the
    Users Administration
     tab, to see a list of the
    Available Users
    who are members of the group.
  4. Select the user to add to the group and select
    Assign
    .
  5. You can review and add or delete specific permissions associated with a group, then select
    Update
    to save the changes.
  6. 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.
Select the groups, then select
Disable
,
Delete
 or
Activate
.

This article applies to:

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

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