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Users administration

The Admin menu is where you can add, edit, and delete users and groups. You can also review the permissions and history for groups or users.

Firm Administrators

Administrators should first create other Firm Administrators in the *** Location. This ensures there is a backup *** Administrator login.
note
Firm Configuration, a right available under Administrator Rights, allows access and edit of Firm Configuration options. The Firm Configuration right may be selected for Administrators who are only in the *** Location.

Add users

  1. Select
    Admin
    , then
    Access Control
    . The screen opens on the
    Users Administration
     tab.
  2. Select
    Add
     to create a new user.
  3. Select all the
    User Info
    .
    note
    When you set up new *** Administrators, the
    Firm Configuration
     and
    Letters and Filing Instructions
     rights along with the
    De-Federate User
     right aren't automatically enabled. You must select each type of rights/permissions separately.
  4. Assign group(s) to this user.
  5. Select
    Create
     to add the user.
  6. Select
    Logon Hours
    ,
    Surprep
    ,
    Single Sign On
    , and
    FT Support
     to continue selection options for this user.

Single or multiple users tasks

Simply select the user(s) and then the appropriate action. Once you're done updating the information, select
Update
.
  • Select
    Edit
    ,
    Copy
    ,
    Rights
    ,
    History
     to change any of the information.
  • Select
    Enable
    ,
    Disable
    ,
    Delete
     or
    Activate
     a single user or multiple users simultaneously.

Location administrators

Administrators should next create location administrators. A location Administrator can create their own groups and users.
  1. Users are grouped by
    Location
    . You can filter each of the columns by selecting the funnel icon.
  2. Creating a user as 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 select the
    Regional Administrator
     tab. Select the locations that the regional administrator can modify, and then select
    Assign
    .
  4. Select
    Update
     when you are done.

User rights and reports

  1. Select
    Rights
     to see the rights or permissions for the user. This window 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
    window shows the various accounts the user can 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.
  2. Select
    Admin
    , then
    Account Information
     to see groups that grant access to specific accounts.
  3. Select
    Reports
    , then
    List Users
    .
  4. Select the search criteria for your list, then
    Continue
     and you'll see the report.

This article applies to:

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

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