How to Create Login & Disable Accounts For MSO

Login Accounts For MSO

This function allows you to create and edit user logins and passwords for enhanced security purposes. It also allows the prohibition of users into certain areas of the program by the use of Access Levels. Each user must have their own unique Login ID and Password, making this step a requirement if more than one user will be preparing returns. This enables the Service Bureau and Office Managers to limit the access of individuals within their organization. A Service Bureau or Office Manager has the ability to lock out a given employee by disabling their account. Disabling a user’s account has no effect on the remainder of the staff. The Service Bureau login account already exists when you open the program.


To add a new Login Account

  • From the Left menu bar, click the Setup. The "Service Bureau Setup" screen will open.
  • On the toolbar to the left, click Logins. The "Manage Logins" screen will open.
  • Select Add a Login. The "Login Information" screen will open.
    • Enter the Login ID of the user.
    • Enter the First and Last Name of the user.
    • Enter the E-mail Address of the user.
    • Enter the Cell Phone and Cell Phone Carrier in the appropriate fields.
    • Select the Default Preparer that this User Login will be associated with, if applicable. If no selection is made, then all "Paid Preparers within the Office" will be listed
    • Select the Group from the drop down list that this User Login will be associated with, if applicable. If the user is assigned to a group, they will have access to all offices within that group.
    • Check Disabled to mark the login as disabled. A disabled login has no access to the program.
    • Select the Default Return Method of Refund Estimator or Forms Manager for this Login Account.
    • Select the Default Signature Pad from the drop down list. Suggest using "Mobile Device" unless the ERO has a Topaz or Scriptel signature pad.
    • Select the Access Level from the drop down list for this user.
    • Select the Default Preparer that this User Login will be associated with, if applicable. If no selection is made, then all "Paid Preparers within the Office" will be listed.
    • Select the Group from the drop down list that this User Login will be associated with, if applicable. If the user is assigned to a group, they will have access to all offices within that group.
    • Check Disabled to mark the login as disabled. A disabled login has no access to the program.
    • Select the Default Return Method of Refund Estimator or Forms Manager for this Login Account.
    • Select the Default Signature Pad from the drop down list. For remote signature options to appear "Mobile Device" should be selected.
    • Select the Access Level from the drop down list for this user.
  • Click Save to return to the "Manage Login" screen. The newly- added Login Account will appear in the "Manage Logins" screen.

 


 

 

To edit/disable an existing Login Account

  1. From the "Manage Login" screen, click the Pencil Button next to the desired Login. The "Login Information" screen will open.
  2. Edit the information as necessary according to the directions above for adding a Login Account.
  3. When completed, click Save to save the changes and return to the "Manage Logins" screen.

     Note: the "Disable" box to put Login on HOLD.