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Set up

Set up advanced security

Advanced security options let you create many levels of access in UltraTax CS. You can limit access to specific features by setting privileges for groups, then assigning users to 1 or more groups.
  1. In UltraTax CS, go to the
    Setup
     menu.
  2. Select
    Security
     and enter the master password.
  3. Mark the
    Enable advanced User/Group Security
     checkbox.
  4. Review the information and select
    Yes
    .
  5. Select the
    Groups
     tab and add a group, if necessary.
  6. In the Groups list, select the group you want to update.
  7. Select
    Edit Group
    .
  8. In the Privileges section, expand the privilege groups and choose
    Allow
     or
    Restrict
     for each item.
  9. If security options for this group are similar to those for another group, choose the similar group from the
    Assume privileges of group
     field and select
    Apply
    . You can further customize the assumed privileges in the dropdowns in the Settings column.
  10. Select
    OK
    .
  11. Go to the
    Users
     tab.
  12. Select
    Add User
     or
    Edit User
     to assign them to security groups.
  13. Select
    OK
     twice to save your changes.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation

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