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Security Configuration > Users tab
Show all expandable content
Use this tab to add, edit, delete, or import users. After users are added to UltraTax CS, they can be assigned to groups for the purpose of setting access privileges.
To open this tab, choose Setup then Security, enter the master password, and select the Users 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
User list
This list displays the name for each user in addition to any groups to which they are currently assigned.
Add User button
Select this button to open the Add User dialog, where you can add a new user using their Windows login, and assign that user to a group.
Edit User button
Select this button to open the Edit User dialog, where you can edit the group membership for selected user.
Delete User button
Select this button to delete a user.
note
You cannot delete your own user ID.
Import button
Select this button to import users from your firm's domain controller. Importing users eliminates the need to add each user separately. Users can to be assigned to groups after they have been imported.
note
Do not attempt to use this feature if you are accessing UltraTax CS through Virtual Office.
This article applies to:
- PRODUCT: UltraTax CS