Modifying a User's Security Profile

You can modify a user's profile in the following ways:

  • Change the User Name
  • Edit the Password (users can also do this themselves)
  • Change the user's assigned Group, or add other groups
  • Deactivate the user's security profile

Only the Admin user or users with Security Manager rights may access Security Manager.

To change the user's assigned group:

  1. Click the Tools menu; then, select Security Manager.

Security Manager - Users tab

  1. Highlight the user whose profile you want to modify.
  2. Click Modify.

Modify User dialog box

To change a User name:

You cannot change the default Admin user name. You can, however, create a new user with Administrator group privileges.

  1. In the Modify User dialog box, type a new user name in the User name field.
  2. Click OK.

To edit a password:

Users can change their own password by following steps in the Editing Passwords topic. To change the password, they must know the current password.

  1. In the Modify User dialog box, type a new password in the Password field.

Passwords must follow these guidelines:

  • 8 - 20 characters
  • At least 1 UPPER case letter
  • At least 1 lower case letter
  • At least 1 number
  • At least 1 punctuation or special character (ex.? ! $ & * )
  • Spaces are allowed
  1. Click OK.

To add a group to the user's profile:

  1. In the Modify User dialog, click the group you want to add in the Available groups pane.
  2. Click the Add button.

You can also double-click the group(s) you want to add.

  1. Click OK.

The group appears in the Assigned groups pane.

To remove a group from the user's profile:

  1. In the Modify User dialog, click the group you want to remove in the Assigned groups pane.
  2. Click the Remove button.

You can also double-click the group(s) you want to remove.

  1. Click OK.

The group appears back in the Available groups pane.

Activating/Deactivating a User Profile

The Active check box on the Modify User dialog box can be used to deactivate or reactivate a user in the system. If a user is deactivated, the user's system access is shut off. However, the system retains the user's setup information. This is a particularly useful security feature for tax businesses that have repeat seasonal employees. Refer to Deactivating a User in the System.

 

See Also:

Adding Users to the System