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How do I modify or delete a user name in SureFire?


Modify the User Name

 

To modify a user name in SureFire, use the following steps:

 

Log into SureFire as the Admin user.

Go toTools Utilities/Setup Assistant Setup Setup Assistant.

Click Groups Users.

Select the user name you want to change and click View/Edit.

Make any necessary changes to the user name and click OK.

To save your changes and close Setup Assistant, click Save and Close.

 

Delete the User Name

 

Before deleting a user name, you must move or delete all of that users live tax returns using Return Explorer. SureFire also suggests making a backup of all returns prior to deleting them. If the user has only prepared training returns in the Training security group, you do not have to move or delete the returns before deleting the user name.

 

To delete a user name in SureFire, use the following steps:

 

Log into SureFire as the Admin user.

Go to Tools Utilities/Setup Assistant Setup Setup Assistant.

Click Groups Users.

Select the user name you want to delete and click Delete.

SureFire displays a message similar to the following:

 

Click Yes to delete the user name.

If the user name you are deleting contains returns, you will see the following error message:

 

Click OK. Delete or move the returns; then, repeat the steps above to delete the user.

Click Save and Close.

 

 

 

 

 

Additional Information

 

Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo modifico o elimino un nombre de usuario en SureFire?



Tags: install,setup