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Setting security options

UltraTax CS enables your firm to set the security options that meet the needs of your firm.

Security options overview

Your firm can use either standard security options or advanced security options.
  • Standard security options:
     When you choose standard options, you create two levels of access. One level is for those who know the master password, and one level is for those who do not.
  • Advanced security options:
     When you use advanced security options, you create many levels of access. You can limit access to specific UltraTax CS features by setting privileges for pre-defined or created groups and then assigning users to one or more groups.
To begin using either standard or advanced security options, select
Setup
, then
Security
 and enter the master password.
note
  • You must create a master password to use all security options. By creating a master password, you can limit the users who can perform certain tasks.
  • If you created a master password and used advanced security features in the prior-year version of UltraTax CS, these settings and the password automatically proforma to the current-year version of UltraTax CS. Standard security settings do not proforma.
  • By default, UltraTax CS opens the standard
    Security Configuration
     window, but you can access the advanced
    Security Configuration
     window by marking the
    Enable advanced User/Group Security
     checkbox.

Standard security options

Follow these steps to enable standard security options.
  1. Select
    Setup
    ,
    Security
    , and enter the master password.
  2. In the
    Security
     tab in the
    Security Configuration
     window, mark or clear the checkbox for each security option as appropriate. Note that if you highlight an option, a brief explanation of the option appears in the box at the bottom of the Security tab.
  3. Select
    OK
    .
tip
If you forget the master password, you can get a temporary password by calling CS Customer Service at 800.968.0600. You can enter the temporary password in the
Enter Master Password
 window, select
Modify
, then reset the master password.

Advanced security options

Follow these steps to enable advanced security options.
  1. Select
    Setup
    , then
    Security
    , and enter the master password.
  2. Mark the
    Enable advanced User/Group Security
     checkbox.
  3. View the information in the
    Security Configuration
     window that opens and select
    Yes
    . Select
    No
     to return to the Security tab without enabling advanced security.
  4. Select the
    Groups
     tab and add a group, if needed.
  5. In the Groups list, highlight the group for which you want to modify security privileges.
  6. Select
    Edit Group
    .
  7. Select
    Allow
     or
    Restrict
     from the dropdown list next to each privilege to configure settings.
  8. If security options for this group are similar to those for another group, select the similar group from the
    Assume privileges of group
     field, then
    Apply
    . You can further customize the assumed privileges in the dropdown lists in the Settings column.
  9. Select
    OK
    .
  10. Assign users to advanced security groups.
note
  • You can delete user groups and users from advanced security at any time. You can't, however, change the name or description for groups defined by UltraTax CS, which include the $Administrators, $Guests, and $Unauthorized Users groups.
    • $Administrators
      : Members of this group can access all areas of UltraTax CS. You can't 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
      ,
      Security
       tab.
    • $Unauthorized Users
      : Members of this group are denied access to all areas of UltraTax CS. You can't change privilege settings for this group.
  • You can't change privilege settings for the $Administrators or $Unauthorized Users groups. Users in the $Administrators group can always access all areas of UltraTax CS. Users in the $Unauthorized Users group are always denied access to UltraTax CS.

This article applies to:

  • PRODUCT: UltraTax CS

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