Default User Names and Groups

Your system has one default User Name and several default security Groups, listed below. See Security Manager Available Actions for an explanation of each available action.

Default User Name	Default User Group	System Rights/Access	Restrictions
Admin	Administrator	Complete and unrestricted access to all system functionality.	Cannot modify available actions in this group.
	Basic Group	Includes basic system functionality (such as Start or Edit a Return).	Cannot modify available actions in this group.
	Office Manager	Includes all basic system functionality, as well as most of the Available Actions. Office Manager group does not have access to the following functions: Access Security Manager, Create E-files, and Delete E-files.
	Tax Preparer	Includes all basic system functionality, in addition to Create E-files, Mark Returns Complete, Delete E-files, and Print Returns.

Default Admin User

The product requires an administrative user to set up preliminary data in the system and to manage users. Consequently, the Admin user is the default user name. The Administrator group is automatically associated with it, enabling the Admin user to set up other users in the system as well as necessary system data.

Default User Groups

The other default groups are a sample of group assignments you can establish in Security Manager. You can assign users to these defaults, modify the Office Manager and Tax Preparer defaults, or create new groups and customize the actions of each according to your needs.