Blog Detail

Customer Portal: Which security templates are required?

03 Aug 21
Kim Manuel
No Comments

The security templates assigned by TaxSlayer will have the customer portal options enabled.  If you are a site that creates custom security templates and want to enable the Customer Portal feature, you will need to enable the following options:

  • Customer Portal
  • Scanned Documents

The following is optional

  • Delete scanned documents

 

Which assigned security templates will have customer portal enabled?

  • ADMINISTRATOR (TS)
  • SUPERUSER
  • PREPARER CURRENT YEA
  • PREPARER ALL YEARS
  • INTERVIEWER
  • REVIEWER

What if I do not want a user to have the ability to use the customer portal feature?

You will need to create custom security templates that do not include the security templates that enable customer portal and assign it to the appropriate users.

Print Article