Pro Online: Pre-defined Security Templates

The following default security templates are available to assign to preparers.

  • ADMINISTRATOR
  • SUPERUSER
  • PREPARER CURRENT YEARS
  • PREPARER ALL YEARS
  • SETUP MANAGER
  • INTERVIEWER
  • REVIEWER
  • EFILE MANAGER

Question:  Can I see the default Security templates under my site Security Template Settings?

Answer:  No.  The default Security Templates and any assigned security templates are displayed for selection when you select the Security Template Drop down menu when during preparer creation in the Preparer Setup.

Note:  Even though the Security Templates have Create Tax Returns enabled, the Start New Tax Return Menu for 2016 will not be enabled until after the conclusion of the Volunteer Driven Stress test.  

Question:  What does each default Security Template Enable?

Answer:  The following screenshots display what each default Security Template Enables:

1226-administrator

1226-superuser

1226-preparer-current-year

1226-preparer-all-years

1226-setup-manager

1226-interviewer

1226-reviewer

1226-efile-manager

 

Click Here to view definitions

Blog Posted 12/27/2016 8:13 AM EST

Print Article