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.