How to create a Login Account

How to create a Login Account

SUMMARY

This article demonstrates how to create Login Accounts. A Login Account should be created for each person using the software.

MORE INFORMATION

  1. Log in to the program as a user with administrator rights.
  2. From the top menu, select Setup->Login Accounts. The Login Accounts window will open.
  3. Click Add to open the Login Preferences window.
  4. In the Login ID box, type a unique Login ID that will be used to log into the program.
  5. In the Login Name box, type a name for the login. This box is informational only and is useful to keep track of which person is assigned to a Login ID.
  6. In the Password and Confirm Password boxes, type the desired password.
  7. Select the applicable access level from the Access Level box.
  8. In the Preparer Shortcut ID, type the Preparer ID setup for this user. If this user will not be preparing returns, no Preparer Shortcut ID is necessary.

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