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Role Management via My Account

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Intuit
last updated ‎July 20, 2020 9:19 PM

Role Management via My Account

Description

My Account offers a feature of Role Management.  This feature provides the ability to add, edit or view information in My Account based on Permissions.

Administrators (Admins) on the account can add or edit information in Account Details for Contacts, Addresses and Account Overview. They can also provide Account Admin permissions to other contacts on the account.

Primary Roles:

  • Account Admin - has access to view and edit all My Account administrative functions.  The Admin will be responsible for managing all contacts on the account.
  • Account Employee - has access to view only information under My Account and access to Change Payment Method associated with their online login profile.
  • Training and Support - access to Training and Support only.  No access to administrative functions. (This is the minimum default setting for all new users.)
Lacerte
  • Lacerte Admin - access to all Lacerte administrative functions.
  • Lacerte Report - access to Lacerte Statements and Reports only.

ProSeries

  • ProSeries Admin - access to all ProSeries administrative functions
  1. Sign into My Account.
    • Note: When signing into your Intuit Account, there may be a prompt to verify your identity via MFA (multi-factor authentication). For steps to verify your identity. click here.
  2. Under Account and  Manage Users, select the Invite Users button.
  3. On the Add New Contact screen, complete the First Name, Last Name, and E-Mail address fields.
  4. Choose the applicable Role under My Account Access.
User-added image
  1. If the user will also need access to the software, select the Software Access role to be extended.
  2. Click the Send Invite button to send an email invitation for the employee.
    • Note: Skip this step if you are the only person needing online access.
  3. Close the web browser.

Change Permission

  1. Sign into My Account.
    • Note: When signing into your Intuit Account, there may be a prompt to verify your identity via MFA (multi-factor authentication). For steps to verify your identity. click here. Only the Admin(s) on the account can modify permissions in My Account.
  2. Under Account and Manage Users, click the user that needs to be edited.  The detail section will expand.
  3. Click the drop down menu for My Account Access.
  4. Choose the new Role for that User.
    • Account Admin - Access to view and edit information under the My Account menu for Account Management activities (Contacts, Addresses & Account Overview)
    • Account Employee - Access to view only information under My Account menu and access to Change Payment Method associated with their online login profile.
    • Lacerte Admin - Access to functionality under My Lacerte, then Administration
    • Lacerte Report - Access to functionality under My Lacerte, then Statements & Reports
    • ProSeries Admin -  Access to functionality under My ProSeries, then Administration
There is no Report role for ProSeries.
  1. Click Save.

Remove Contact

  1. Sign into My Account.
    • Note: When signing into your Intuit Account, there may be a prompt to verify your identity via MFA (multi-factor authentication). For steps to verify your identity. click here. Only the Admin(s) on the account can modify permissions in My Account.
  2. Under Account and Manage Users, click the User name to display the details.
  3. Click the Delete User button.
  4. A confirmation will be provided that either confirms the request has been submitted and will be processed or that a call to Customer Service is necessary to remove it.

For additional information on the security measures to protect your account, refer to Security Changes.

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