Security Templates allow the ERO/Office Administrator to control what the preparers have access to do within the program. You can give a preparer permission to only create a tax return, full office access, and everything in-between. Make sure to setup a Security Template for the ERO/Office Administrator to have Full Access to the program.
To setup or add Security Templates, click Select next to Configuration:
- Click Select next to Security Templates
- Click +Add Security Template at the bottom of the page
- Name the Template - ex: Admin Account or New Preparer
- Uncheck the item(s) the preparers will not have access to
- If you are uncertain what a checkbox is in regards to, you can hover your mouse over the selection and it will give a short description
- Click Continue when finished
NOTE: You can add as many templates as needed.
To Assign the Security Templates to a preparer already added in configuration:
- Click +Assign:
- Check the preparers you are wanting to assign that particular template
- Click Continue when finished
To Assign the Security Templates to a preparer not added in configuration:
- See instructions for Adding Preparers in Configuration
- From within the Preparer Setup, choose the drop-down arrow next to Security Template.
- Choose the template
- Click Continue when finished