The user will then follow the instructions on the email to complete the logon creation.Once Submit has been selected, a confirmation email is automatically sent to the user.
Bill4time login how to#
See Create a Security Group for the steps on how to add a new security group.
In MassTaxConnect, the access type can be Master Administrator or Tax Administrator. Note : The user being added will need to be given a type of access.In the Add Access step, enter in the required fields with the user’s information.On the Secondary Logons window, select the Add User hyperlink.
In the My Users panel, select the Manage Secondary Logons hyperlink.Select the Manage My Profile hyperlink.Keep in mind that logon-related actions in this document can only be performed by Master Administrators. If the Access Type does not have “parent” in it (ex.Parent Web Logon), it is a secondary logon. If the Access Type has “parent” in it (ex.In GeniSys, when viewing a web profile, you can identify whether the profile is a secondary logon or an additional logon based on the Access Type. In this scenario, all new secondary logons would have access to all the firm’s clients but not the firm’s own taxpayer. The default security group that includes the firm’s taxpayer and their clients could be customized by removing the firm. Once a logon has been assigned to a security group, the logon’s access to client can be further refined.įor example, to limit secondary logon access to the firm’s accounts, the parent logon could create a security group that contains the firm’s taxpayer and associate that group to limited secondary logons. To further refine access for secondary logons, custom security groups can be created, and access given to certain clients. The default security group has the same firm account and client access as the parent logon. Secondary logons are by default assigned to the default security group. Security groups are a way of grouping access to clients or firm accounts for secondary logons. Secondary logons are intended for use when a company, such as an accounting firm, needs to manage multiple people’s access within the organization to clients as well as access to the firm’s accounts. In MassTaxConnect, Secondary logons allow for organizations to share access with the appropriate employees.
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