Users administration

Firm Administrators

Add users

Select
Admin
, then
Access Control
. The screen opens on the
Users Administration
tab.

Select
Add
to create a new user.
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.
Assign group(s) to this user.
Select
Create
to add the user.
Select
Logon Hours
,
Surprep
,
Single Sign On
, and
FT Support
to continue selection options for this user.

Single or multiple users tasks

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

Users are grouped by
Location
. You can filter each of the columns by selecting the funnel icon.
Creating a user as an Administrator gives them
Access Control
permissions.
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
.
Select
Update
when you are done.

User rights and reports

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.
Select
Admin
, then
Account Information
to see groups that grant access to specific accounts.
Select
Reports
, then
List Users
.

Select the search criteria for your list, then
Continue
and you'll see the report.