Support CenterCannot override entries
🔍 Cannot override entries
By default, certain roles are not allowed to use the override feature. This guide explains which roles are blocked by default and how to enable overriding for the roles you choose.
⚠️ Before You Begin
Make sure you can log in as an administrator, since you will need to change role permissions.
📋 Roles blocked by default
By default, the three roles listed below are not allowed to use the override feature:
- Interviewer
- Return Preparer
- Reviewer
📝 Enable override for specific roles
Step 1: Log in as an Admin
Use this when you need to change override permissions.
Log in as the Admin user (or any user assigned the administrator role).
Step 2: Select the roles you want to allow
Use this when you want to enable overriding for certain roles.
Select the roles you want to allow the ability to override entries.
Step 3: Review the impact of your changes
Use this to understand what will change after saving.
These changes affect all users assigned to the specific roles you are allowing to use the override feature.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: web,setup