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Setting up users, passwords, and user access in EasyACCT

by Intuit•1• Updated 1 year ago

How to set up System-level and Company-level users and passwords, assign supervisory rights, or restrict user access to specific functions and modules.

Before you start:

You must have supervisory rights to set up new users and passwords, or assign access, including for new supervisors.

  • System-level access prompts the user for a User ID and Password when starting the program.
  • Company-level access prompts the user for a User ID and Password when entering a Company.
  • Company-level passwords can be used without setting up System-level passwords (they work independently of each other).
  • If the user has both a Company-level and a matching System-level password, they will only be prompted for their User ID and Password when starting the program.

Follow these steps:

  1. From the Company Selection screen, select System > System Utilities > Access Authorization.
  2. Enter a unique User ID.
  3. Enter a User Name.
  4. Enter a Password.
  5. Check the box User has supervisory rights (a supervisor has rights to all System-level functions of the program and controls which users have access to the various utilities).
    • If the user will not have supervisory rights, check the specific system functions the user can access. Otherwise, proceed to the next step.
  6. Check all system functions.
  7. Repeat steps for each user.

Follow these steps:

  1. Open the Company.
  2. Select Go to > Company Authorization.
    • Company-level authorization must be assigned on a per company basis
  3. Enter a unique User ID.
  4. Enter a User Name.
  5. Enter a Password.
  6. Check the box User has supervisory rights (a supervisor has rights to all Company-level functions and controls which users have access to the various modules in the company).
    • If the user will not have supervisory rights, check the specific modules and utilities the user can access. Otherwise, go to the next step.
  7. Check all items.
  8. Repeat steps for each user.
  • If you need to delete a user, access the User ID and select Delete.
  • For additional instructions, contact Technical Support at 866-220-0488.

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