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Permissions explained
Assigning permissions lets you control which user groups are let access to a specific feature within FileRoom, TaxCaddy, Reviewer Dashboard, and SPbinder. Customizing user group permission can help fine-tune each group's role in the firm while making sure that only selected users have access to modify certain features.
To set up user group permissions, go to
Admin
, USERS
, then User Group Management
.
On the
PERMISSIONS
column, select the checkbox to enable those permissions for the group. The following permissions are explained:Users
Lets users edit settings in the
Admin
, then Users
section. This includes User Management
and User Group Management
. If the checkbox is selected, users in this group can access User Management
to create, edit, and delete users. User groups assigned this permission can also assign other users to specific groups.Users with these permissions can also access the
User Group Management
tab to manage permissions for each group.
User Group
Can be an Owner
Members of user groups with this permission appear as candidates in the Owner list anywhere the Owner can be updated.
Example:
- [FileRoom]Create New Binderwindow
- [FileRoom]Edit Binderwindow field
- [FileRoom]Transferwindow field
- [SPbinder]Transfer Ownership / Update Statuswindow.
- [SPbinder]Assign Memberswindow.
- [TaxCaddy]Client Managementscreen (Add Client / Edit Client).
- [API] CreateClient method call
When a member of this user group is the owner of a restricted binder, they can transfer ownership of that restricted binder to another user who also has the
Can be an Owner
permission. Allow access to the FileRoom
Lets access to both FileRoom and PBFX. This permission is selected by default.
Assign New Owner to
Lets users in the group the ability to change the owner of a binder/client from FileRoom, SPbinder, and TaxCaddy.
If enabled, select from the following options:
- Any Client- Users can assign a new owner to any client in the firm.
- Client they have access to- Users can only assign new owners if they have access to the restricted client (via Assigned Members, Office Location, or 7216 Consent). Users can have access through any one of the restrictions to have permission to assign a new owner (for example, User restricted by office location and has access to the binder as an owner or assigned member).
If there are no access restrictions for a client (for example, assign members, office location restrictions) then any user with access to the client/binder can change the owner irrespective of
Assign New Owner
permissions. Note
: Assigning one or more members to a client/binder automatically enables binder level restriction for that binder. Firm-level restrictions for assigned members and office location can be enabled from Account Admin > Enterprise Features > Binder Access Restrictions. Assign Members to
This lets assigning new members to binders from within FileRoom, SPbinder, and TaxCaddy.
Lets users assigned to this group to add or remove members to a Member Engagement Team in a client’s profile.
If enabled, select from the following options:
- Any Client- Users can add or remove members from any client in the firm.
- Client they have access to- Users can only assign new members if they have access to the client (via Assigned Members, Office Location, or 7216 Consent).
note
- Users with the
Assign Members
permission can assign themselves or other users to any binder even if they don't have access to the binder. For example, If a binder/client profile access is restricted to only users that are owner or assigned members, then user with this permsission can add themselves or others as assigned members to gain access to the client.- Assigning one or more members to a client/binder automatically enables binder level restriction for that binder or client profile even if the restriction is not available on the firm level. If you want to automatically enable access restrictions at the firm level to assigned members and office location, go to Account Admin > Enterprise Features > Binder Access Restrictions. - Binder owners can also assign members without this permission.Account Setup
Let users in this group access to the
Admin
, then Account Setup
section:- Download Files Setup
- Tax File Activation
- Security
- Inactivity Period
- IP Authentication
- Two-Factor Authentication
- Password Expiration
- Custom Status
- Office Location
- Quick Notes
- Installation & Updates
- Tax File Activation Web (CCH)
Users with access to
Account Setup
can manage office locations, setup tax software integration (that is, Tax File Activation), create custom binder statuses, and create quick notes that can be reused in SPbinder. Users with access to Account Setup
can also download the installation file for SPbinder and select where the documents should be downloaded (for example, DreamWorkpapers, SPbinder PDF).
To enable access to the
Security
tab, the parent Account Setup
permission must also be selected. The Security
tab lets firms customize how securely users at their firm can access SurePrep. Example:
- Firms can setup an inactivity period to automatically sign out users when they are not actively performing an action for a certain amount of time.
- Increase security measures by requiring IP authentication from certain locations only
- Require users to enter two-factor authentication.
- Setup password expiration periods for old passwords.
note
By default, the
Security
tab is only enabled for the Firm System Administrator
group. Allowing access to the Security
tab will let users in that group permission to make security changes for all users at the firm.Review Wizard
Let users in this group to edit the
Admin
, then Review Wizard
section:- Indexing Options
- Skip Selected Review Steps
- Step 2: Verification
- Sticky Notes Font Size
- Verification Rules
Users with access to
Review Wizard
can customize how the Review Wizard handles verification based on firm settings. Firms can select to customize how workpapers are indexed in SPbinder, skip specific verification steps, and set custom verification rules based on your firm's preference.
Tax Return
Let users in this group to edit the following settings in the
Admin
, then Tax Return
section:- Organizer Page(s)
- Schedule D
- Tax Exempt Income
- Foreign Tax Credit
- State K-1
- Case Format
- Default Tax Form Setup
- Additional Outsource Options
Users with access to
Tax Return
can customize how to handle certain data in the tax return.
SPbinder
Let users in this group to edit the following settings in the
Admin
, then SPbinder
section:- Custom Binder Type
- Binder Template Setup
- Sign Off Management
- Custom Note Type
- Custom Stamps
- Print Options
- Lock/Unlock Binder:Lets users the ability to lock and unlock binders. You don’t have to select the parentSPbinderpermission to select theLock/Unlock Bindercheckbox. TheLock/Unlock Bindercheckbox doesn’t have any connection with the "Unlock Binder" tab under theSPbinder. page.
- Delete Binder
- Send Back Binder
Users with access to
SPbinder
can customize SPbinder settings for their firm.
Billing
Lets users view billing reports and history. Select
Billing
to let users in the group access to the following pages in the Admin
, then Billing
section:- Account Balance - lets users view past transactions and the current balance remaining in the account.
- Account History - lets users view details on how the credit purchases were used on the domain.
- Export Bill Information - lets users permission to export billing information.
- View Bill Information
- Export Invoice Details
Online Purchase
:lets users in this group permission to purchase credits online. To view the Online Purchase tab, the user group must also have the Billing
permission selected.
Notes
Lets users to perform the following actions on notes created by others when working in SPbinder:
- Clear/unclear notes created by others
- Delete notes created by others
- Edit notes created by others
Reports
Lets users to edit the following settings in the
Admin
Reports
section:- View Ratings
- Logging Events
- Verification Error Report
Enterprise Features
Lets users edit the following settings in the
Admin
, then Enterprise Features
section.- Compensation Breakdown
- Automated Workpaper Template
- Binder Access Restrictions
- Manage Client Table
TaxCaddy
Access TaxCaddy
Lets users access to TaxCaddy.
- Can Confirm Clients: Lets users verify/verify the identity of a client before sharing potentially sensitive documents. Verification is only needed for clients that were unable to complete two-factor authentication (for example, Missing phone number in Client Management, landline, incorrect number, etc.).
Access to TaxCaddy Admin
Lets access to the TaxCaddy Admin tab. It requires the additional selection All Tabs or Client Management Screen Only.
- All Tabs: Lets users access the TaxCaddyAdministrativetab and modify information in all sections, includingClient Management,Templates,Document Request List,Firm Details, andAdmin Connections.
- Client Management Screen Only: Lets users only accessClient Managementin the TaxCaddyAdministrativetab.
- Manage Bulk Actions: Lets users the ability to performI want to manageaction in bulk to all eligible clients in the firm on theClient Management. Users with this permission can send invites, reminders, letters, Questionnaires, Create Custom DRL, Send DRL, and Delete Clients for all eligible clients on the domain when they selectAll Eligible.Note:The number of Eligible clients can change based on the current filter or search results.
* Access to SurePrep Mobile App (temporarily decommissioned)
Can Transfer Documents
Allows users the ability to transfer documents from one TaxCaddy account to another. 
Others
Grant access to SurePrep Support
Lets users grant the SurePrep Support team access to their binders.
Grant access to API
permission only appears for the Firm System Administrator
group when access to API is enabled by the firm. This permission can't be disabled. 
7216 Consent
Restrict Access
Users with this permission are restricted from accessing binders for which
7216 Consent
hasn’t been granted.Additionally, these users won’t be able to see clients in the
Overview
or Administrative
tabs of TaxCaddy that haven’t yet provided their 7216 Consent
.
Can undo 7216 Consent Received
Users with this permission can remove
7216 Consent
from binders and their associated TaxCaddy Client Profiles. If the consent was already granted, then users can remove the consent from FileRoom.note
Removing 7216 Consent will remove users as Owners and Assigned Members if they are assigned to a group with
Restrict Access
permission assigned to them. Additionally, binders and client profiles won’t be visible to 7216 restricted users in FileRoom and TaxCaddy.
Reviewer dashboard
Access to Dashboard
Lets users in the group access to the Reviewer Dashboard.
- Can Deliver: Lets users deliver tax returns, tax payments, and e-file authorizations to connected TaxCaddy clients.
Related content
-
User Group Management overview
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