Help Articles

Intuit Help · ‎12-05-2019

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.

Of the following primary and program-specific roles, only those with an Admin role can download and install the programs.

Primary roles

Account Admin - This user 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 - This user has access to view only information under My Account and access to Change Payment Method associated with their online login profile.
Billing Admin - This role is required for any user in your firm to:
- Place an order via My Account
- Increase ProSeries pay per return bank
- Make in-product purchases
Training and Support - This user has access to Training and Support only. No access to administrative functions. This is the minimum default setting for all new users.

Payment methods (existing and newly created) will be visible to any users in your firm with an Admin role:

Credit Cards - CVV validation is required
Electronic Funds Transfer (EFT) - No additional validation is required

We encourage Admins in your firm to review current users to make sure that they have the roles needed. Additionally, you should make sure that the current payment methods on your account are still applicable for use.

Lacerte

Lacerte Admin - This user has access to all Lacerte administrative functions.
Lacerte Report - This user has access to Lacerte Statements and Reports only.

ProSeries

ProSeries Admin - This user has access to all ProSeries administrative functions.

Manage contacts

Sign in to My Account.
From the top of the screen, select Account ⮕ Manage Users.
Go to the Invitations tab.
Click the Invite User button.
On the Add New Contact screen, complete the First name, Last name, and Email fields.
Choose the applicable Role under My Account Access.
If the user will also need access to the software, select the Software Access role to be extended.
Click the Send Invite button to send an email invitation for the employee.
- Skip this step if you're the only person needing online access.

Remove contact(s)

Sign in to My Account.
- Only the Admin(s) on the account can modify permissions in My Account.
From the top of the screen, select Account ⮕ Manage Users.
Select the applicable User name to display the details.
Click the Delete User button.
- A confirmation will be provided that either confirms the request has been submitted and will be processed or that a call to customer support is necessary to remove it.

Change permissions

Sign into My Account.
- Only the Admin(s) on the account can modify permissions in My Account.
From the top of the screen, select Account ⮕ Manage Users.
Select the user that needs to be edited. The detail section will expand.
From the dropdown menu for My Account Access, 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's no Report role for ProSeries.
Click Save.