How to add a login account to an access level

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How to add a login account to an access level

 SUMMARY

This article demonstrates how to add a Login Account to an Access Level.

 

MORE INFORMATION

13 STEPS

1. Click Logins

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2. Click Add…

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3. Enter a Login ID
That will be what they use as their login.

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4. Enter a Login Name

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5. Enter an Email Address
That is the email they will use if they ever need to reset your login password. 

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6. Enter a Cell Phone Number
That is the email they will use if they ever need to reset your login password. 

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7. Enter a Password

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8. Re-enter your password to Confirm Password

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9. Select the Access Level from the drop down list that you want this login to have.

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10. Select the Preparer Shortcut from the drop box list to link the Login with the Preparer.

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11. Click OK

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12. You can Edit or Remove a Login by highlighting the login account name and then clicking on either Edit or Remove.

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13. Click Close You are Done!

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Here’s an interactive tutorial

https://www.iorad.com/player/1691471/Software-Setup-Wizard-for-Logins

Belonging to an Access Level gives a Login Account rights and abilities to perform various tasks within Simple TAX 1040. You can choose which rights and abilities a Login Account has by adding the Login Account to the appropriate Access Level.

  • On the Setup menu, click Login Accounts.

  • In the Login Accounts box, click the Login Account you want to edit and then click Edit.

  • In the Access Level list, choose the Access Level you want and then click OK.

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