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Security Groups, Permissions, and User Names in Sure-Fire Install Version

🔍 Security Groups, Permissions, and User Names in Sure-Fire Install Version

This article explains:

  • How Admin print defaults and history lists work for other user names
  • The default security groups in SureFire and what each group can do
  • Special groups like InterviewUsers (if applicable) and Training

⚠️ Before You Begin

Keep these points in mind as you review security groups and user permissions:

  • The Admin user can modify print defaults, create Private Forms lists, and create custom history lists on form entries in each package used in the office.
  • You do not copy print defaults to each new user name. Instead, each user uses the same print defaults as Admin unless the user modifies their own print defaults.
  • The same concept applies to user-defined history lists.
  • When any other user modifies tax form defaults or print packet defaults, those settings affect only that user name.

📊 Default Security Groups

There are six default security groups in SureFire: Administrators, Demo, Preparer, ReturnManager, SuperUser, and Training.

You may have an additional default security group if you have purchased the SureFire Tax Interview. This group is called InterviewUsers.

Administrators

  • Only the Admin user can be assigned to the Administrators group.
  • The Admin user has access to all menu commands and actions except Start a New Return.

Demo

  • The Demo security group is for SureFire company use only.
  • Do not assign user names you create to the Demo security group.

Preparer

  • Users have rights to all functionality except:
    • Edit Tax Form Defaults
    • Return Explorer
    • Setup Assistant
    • Creating, transmitting, or getting acknowledgments for e-files
  • The user can run diagnostics and clear e-file errors, but cannot create e-files.

ReturnManager

  • Has all rights of SuperUser, plus the ability to view and/or edit returns from any user.
  • This eliminates the need to share the Admin password while maintaining group security.

SuperUser

  • Can access all menu commands and actions in SureFire and the Utility, except:
    • Groups Users
    • Edit History List
    • Edit Tax Form Defaults
    • Restrict Report Access
  • To limit actions for new users, create custom security groups, assign actions, and then assign users accordingly.

InterviewUsers (if applicable)

  • Available if you purchased SureFire Interview.
  • Same rights as SuperUser, except that when starting a new return, the Start Return in Interview Mode option is pre-selected and locked.
  • Upon entering the Social Security number, the Tax Interview opens automatically instead of a blank return.

Training

  • Users can prepare practice returns and transmit them to the Training Electronic Filing Center.
  • A user cannot belong to both the Training group and another group simultaneously.
  • When assigned to the Training group, previous group assignments are automatically removed.
  • Non-training users cannot access returns created by Training users.
  • If a Training user is later reassigned to another group, they still cannot access their old training returns.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup,getting-started
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