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Setting security options

UltraTax CS enables your firm to set the security options that meet the needs of your firm.

Security options overview

Your firm can use either standard security options or advanced security options.
  • Standard security options:
     When you choose standard options, you create two levels of access. One level is for those who know the master password, and one level is for those who do not.
  • Advanced security options:
     When you use advanced security options, you create many levels of access. You can limit access to specific UltraTax CS features by setting privileges for pre-defined or created groups and then assigning users to one or more groups.
To begin using either standard or advanced security options, select
Setup
, then
Security
 and enter the master password.

Standard security options

Follow these steps to enable standard security options.
  1. Select
    Setup
    ,
    Security
    , and enter the master password.
  2. In the
    Security
     tab in the
    Security Configuration
     window, mark or clear the checkbox for each security option as appropriate. Note that if you highlight an option, a brief explanation of the option appears in the box at the bottom of the Security tab.
  3. Select
    OK
    .

Advanced security options

Follow these steps to enable advanced security options.
  1. Select
    Setup
    , then
    Security
    , and enter the master password.
  2. Mark the
    Enable advanced User/Group Security
     checkbox.
  3. View the information in the
    Security Configuration
     window that opens and select
    Yes
    . Select
    No
     to return to the Security tab without enabling advanced security.
  4. Select the
    Groups
     tab and add a group, if needed.
  5. In the Groups list, highlight the group for which you want to modify security privileges.
  6. Select
    Edit Group
    .
  7. Select
    Allow
     or
    Restrict
     from the dropdown list next to each privilege to configure settings.
  8. If security options for this group are similar to those for another group, select the similar group from the
    Assume privileges of group
     field, then
    Apply
    . You can further customize the assumed privileges in the dropdown lists in the Settings column.
  9. Select
    OK
    .
  10. Assign users to advanced security groups.

This article applies to:

  • Product: UltraTax CS
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