Administrative Tasks

The Admin user is generally the individual in the organization who has complete system rights. This includes the right to add new users to the system and to grant all users their particular levels of access in addition to other preparatory tasks, including:

• Adding Preparer/ERO Information
• Rollover Returns from Last Year
• Billing Manager
• Print Packets
• Client Communication Manager

This section includes information on:

• Adding Users to the System
• Creating a New Security Group
• Resetting the Admin Password
• Editing Return Passwords
• Removing a Return Lock
• Admin Console

Setting Up the Admin User

If you're the office administrator, set yourself up as the Admin user with Administrative group actions. See Modifying a User's Security Profile.

You cannot change the default Admin user name or alter the Admin user's rights. You can, however, do the following:

• Reset the Admin user's password. See Resetting the Admin Password.
• Create a new user with Administrator group privileges. See Adding Users to the System.

Changing User Access and Passwords

The Admin user also has authority to change user access and privileges in the system:

• Modifying a User's Security Profile
• Deleting Users from the System

Changing File and Backup Locations

The Admin user can change the location where your tax preparation data is stored as well as the backup location for your entire system:

• Changing Your File Storage Location
• Changing Your Backup Location

Manual Backups and Copying Backups to Local Storage

Although the automatic Backup and Files Preferences is the recommended backup method, a manual Backup feature is available as a means of copying backup data to a local storage device (such as a flash drive). See Manual Backup.

 

See Also:

Resetting the Admin Password

Security Manager

Security Manager Available Actions