Tag: Multi Site Admin

Group Level Logins: MSA and Relational Assigned Tags

10 Jan 18
Kim Manuel
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Assigned Tags will not show up under Configuration>>Tags at the site they are assigned to.  This is a change from last year.  Tags now behave in the same manner as assigned Security Templates.

The assigned tags will be displayed in the following locations:

(1) Client List when you select the Tag icon

(2) The submission page in the e-file section.

 

These two sections will show the tags assigned to the site and the tags created at the site.

Note:  The only tags visible under Configuration>>Tags are the ones created at the site level.

Multi Site Admin (MSA): Your Welcome Page

26 Dec 16
Kim Manuel
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You have received your login credentials for your Multi-Site Admin group account.  This allows you to create configurable items and assign them to the sites that are listed under your MSA group.

You will have access to Group Configuration when you login.

1226-msa-login

Click Select to access the Configuration Menu.  The items located on the Configuration Menu allows you to create items and assign it to other sites under your MSA umbrella.

1226-msa-configuration-menu