Support CenterDefault Security Groups and User Names in SureFire
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 his 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 name modifies the tax form defaults or print packet defaults, those settings effect 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 security group is called InterviewUsers.
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.
The Demo security group is for SureFire company use only. Do not assign user names you create to the Demo security group.
In the Preparer security group, users have rights to all functionality except Edit Tax Form Defaults, Return Explorer, Setup Assistant, creating e-files, transmitting e-files, and getting acknowledgments. The user can run diagnostics and clear e-file errors, but cannot create e-files.
In the ReturnManager security group, each user has the same rights as SuperUser with the added ability to View and/or Edit returns from any user. This eliminates disclosing the password for Admin which keeps Groups Users secure.
The SuperUser can access all menu commands and actions in SureFire and the Utility except for Groups Users, Edit History List, Edit Tax Form Defaults and Restrict Report Access. If you want to limit the actions to which new users have access, you must create your own security groups, assign the desired actions to the security groups, and then assign user names to the security groups with the desired level of security.
If you have purchased the SureFire Interview product, the InterviewUsers security group has the same rights as a user assigned to the SuperUser security group. The difference between the two security groups involves starting a new return. When a user is assigned to the InterviewUsers security group and starts a new return, the Start Return in Interview Mode check box is selected and disabled on the Enter Social Security Number dialog box. Once the user enters the Social Security number the Tax Interview will open instead of a new return.
In the Training security group, each user can prepare practice returns and transmit them to the Training Electronic Filing Center. You cannot assign a user name to the Training security group and another security group at the same time. If a user name belongs to another security group, SureFire automatically unassigns it when you assign the user name to the Training security group. Non-Training users cannot access returns prepared by users in the Training security group. Even if you change a user name from Training to another security group, that user cannot access the returns created in the Training security group.
Additional Information
Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Grupos de seguridad predeterminados y nombres de usuario en SureFire
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