Support CenterUnable to access user for specified return - "Unable to access user for specified return. User must be created in Security Manager before this return can be edited"" when opening a return as Admin user."
🔍 Unable to access user for specified return (Admin)
If you see this message when opening a return as an Admin user:
"Unable to access user for specified return. User must be created in Security Manager before this return can be edited"
This guide walks you through unlocking the user account so the return can be edited.
⚠️ Before You Begin
Make sure you are logged in as the Admin user before you start.
📊 Step-by-Step Guide
Step 1: Log in as Admin
Use this when you need to access the setup tools.
Login as the Admin user.
Step 2: Open Utilities/Setup Assistant
Use this to reach the Setup Assistant.
Click the Tools menu, then select Utilities/Setup Assistant.
Step 3: Navigate to Setup Assistant
Use this to open the correct setup area.
From the Utility, click the Setup menu, then click Setup Assistant.
Step 4: Go to Groups/Users
Use this to find the user account you need to unlock.
From Setup Assistant, click the Groups Users tab.
Step 5: Select the user and open View/Edit
Use this to edit the selected user’s account status.
Click the user you wish to unlock and click the View/Edit button.
Step 6: Unlock the account
Use this to remove the lock so the return can be edited.
To unlock the account, remove the check box beside Account Locked and click OK. The user account is no longer locked.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup