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User Group Management overview

How do I set up user permissions?

With user groups, you can set users as part of groups then specify permissions to assign to all users in those groups.
From the
Admin
 screen, select
Users
 then 
User Group Management
.
You’ll find 6 user groups created by default. The
Firm System Administrator
 group has full rights. We recommend you leave those as they are. By default, all 5 of the other user groups have only
Allow access to the FileRoom
 and
Grant access to SurePrep Support
 marked. We recommend you leave those alone as well.
In addition to those defaults, here are a few simple settings we think work well for most firms.
  • Select
    Billing
     for the
    Firm Partner
     group.
  • Select
    Notes
     for both the
    Firm Manager
     and
    Firm Reviewer
     groups.
You’re free to customize your User Group Permissions however you see fit, but we think the minor adjustments to the defaults described above will work well for most firms.

This article applies to:

  • Product: SurePrep

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