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Security Configuration > Groups tab

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Use this tab to add, edit, and delete groups of users. You can set up and maintain privilege settings for each group, enabling and prohibiting access to certain areas of UltraTax CS for particular groups of users. UltraTax CS includes three default groups: $Administrators, $Guests, and $Unauthorized Users. These groups cannot be deleted. .
$Administrators
Members of this group can access all areas of UltraTax CS. You cannot modify privilege settings for this group.
$Guests
By default, members of this group can access any area of UltraTax CS that was allowed with standard security options. However, you can modify the privilege settings for this group.
note
When you enable advanced security options, standard security settings are transferred as privileges for the $Guests group. Advanced security options are available in the Setup, Security Configuration, then Security tab.
$Unauthorized Users
Members of this group are denied access to all areas of UltraTax CS. You cannot modify privilege settings for this group.
To open this tab, choose Setup then Security, enter the master password, and select the Groups tab.
note
This tab is available only if you have marked the
Enable Advanced User/Group Security
 checkbox in the Security tab while standard security is enabled.

Fields & buttons

Group list
This list displays the name and description for each group.
note
The $Administrators, $Guests, and $Unauthorized Users groups cannot be deleted.
Add Group button
Select this button to open the Add Group dialog, where you can add a new user group and assign group security privileges.
Edit Group button
Select this button to open the Edit Group dialog, where you can modify the name, description, and privilege settings for the selected group.
note
  • You cannot modify the name or description of the $Administrators, $Guests, or $Unauthorized Users groups.
  • You cannot modify the security privilege settings for the $Administrators or $Unauthorized Users groups.
Delete Group button
Select this button to delete an existing group.
note
You cannot delete the $Administrators, $Guests, and $Unauthorized Users groups.

This article applies to:

  • PRODUCT: UltraTax CS,UltraTax CS

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