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Managing Access Rights in ProSeries

SOLVEDby IntuitProSeries Professional33Updated 3 weeks ago

Starting in tax year 2019, you can assign Access Rights roles to specific users:

Follow these steps to turn on Access Rights in the program:

  1. From the Tools menu, select Users & Access Rights.
  2. Select Enable/Disable Access Rights Feature.
  3. Select Yes.
  4. Click Next.
  5. If this is your first time setting up Access Rights, we recommend assigning roles now by clicking Yes and then clicking Continue.

Follow these steps to assign a ProSeries Role to any user that already has access to ProSeries:

  1. From the Tools menu, select Users & Access Rights.
  2. Select Manage Users.
  3. In the PROSERIES ROLE column choose one of the four pre-defined roles (or create your own role):
    • Administration
    • Power User
    • Tax Preparer
    • Data Entry

ProSeries has four pre-defined roles:

  • Administrator: At least one person in the firm should be the administrator. This role allows you to change other employees' roles and gives you full control over the ProSeries Features.
  • Data Entry: This is the most restrictive role. This user will be able to open and enter data into returns and print basic reports.
  • Power User: This user will have management level control. However, they will be restricted from accessing sensitive business information and deleting returns.
  • Tax Preparer: This user will have the ability to enter and e-file returns, but they will have limited access to changing program options and deleting returns.

Follow these steps to see, and modify, the full list of what these roles have access to in your program:

  1. From the Tools menu, select Users & Access Rights then Manage User Roles.
  2. Click on the User Role on the left side to see Areas of Access.

You can create your own role on the same screen by clicking on Add New Role.

 

When trying to sign in to ProSeries, the following message appears:

"You do not have a role"

However, you're listed as the Primary Administrator in My Account Manage Users. When you look at Manage Users under Access Rights, you aren't listed. There's another user that's listed as Account Administrator and Software Administrator, and they don't get the warning.

Follow these steps to resolve the issue:

  1. Have the admin sign in to ProSeries.
  2. From the Tools menu, select Access Rights.
  3. Select Enable/Disable Access Rights Feature.
  4. Close ProSeries.
  5. Open ProSeries.

Verify whether Access Rights were used last year. 

If Access Right weren't used last year, leave them disabled.

If Access Rights were used last year, or if there is interest in using them this year, follow the steps below to enable them.

Follow these steps to enable Access Rights:

  1. From the Tools menu, select Access Rights.
  2. Select Enable/Disable Access Rights Feature.

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