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User types and permissions

User types and permissions
User type	Permissions
Firm Administrators	Initiates first login for the firm Has access to all accounts Has access to all users in all groups Sets up groups and group access Assigns account numbers to groups Assigns location administrators to groups Assigns tax defaults to locations
Location Administrators	Sets up users for their location Sets user access Sets user login IDs and passwords Sets up administrators within their location Assigns account numbers for users Assigns returns to groups or users Updates tax defaults assigned to their locations
Regional Administrators	Same rights as Location Administrator and can also set up Administrators in authorized locations
Users	Access accounts assigned by Location Administrators May belong to more than 1 group if authorized by a Location Administrator May allow Thomson Reuters Support to access returns assigned to them