Support CenterSecurity Groups, Permissions, and User Names in Sure-Fire Install Version
Before Adding User Names
The Admin user also has the option to 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 actually copy print defaults to each new user name, but each user will use the same print defaults as Admin unless the user modifies their own print defaults. The same is true for user-defined history lists.
The standard print defaults delivered with SureFire fit many business situations, but modification by Admin can be done. When any other user modifies the 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.
Additional Information
Para obtener la versión en español de este artículo de Knowledge Base, haga clic aquí: Grupos de seguridad predeterminados y nombres de usuario en SureFire
Tags: install,setup,getting-started