october 11, 2015 managing users. in this lesson we will cover: creating/modifying users ...
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April 19, 2023
Managing users
In this lesson we will cover: Creating/Modifying users Defining/Assigning user roles Password Requirements for Created Users Add/Change Admin Message Show Active/Inactive Users Resetting Sub office Admin Passwords Enable Remote Assistance Restrict IP Addresses
Lesson Overview: Managing users
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The Manage Users menu allows you to control who has access to COM
Create users
Instruct ‘locked out’ users who to contact
Reset the Admin passwords for their sub offices
Enable Remote Assistance
Restrict IP Addresses
Note: User passwords are shared with other CCHSFS web applications (TaxWise Customer Support site, TaxWise Online, InterviewPLUS or TaxWise University)
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Roles available in COM
Administrator – Any user assigned the Administrator role, has access to all commands and actions except Return Retrieval. (main office only) ADMIN User is the only user allowed access to Return Retrieval
Manager – Has access to all commands except Manage Users and Return Retrieval (main office only)
User – Has access to Return Query, Report Server, Overview Page, Help Center and Office Views Can view offices only. Cannot import, export, create, or edit offices or ERO
apps
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Enter information for new users under Create a New User
Click Create a New User
Enter User Name (case sensitive)
Enter Real Name Middle initial optional
Enter Email address (required for reset purposes)
Is Active User is auto-checked
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Utilize the Assign Roles option to allow or deny access to COM
Add or remove roles Administrator Manager User
Click the Save button
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Password Requirements for Created Users
Must be at least eight characters
Must contain at least one number
Must not exceed 100 characters
Must change every 90 days
Users can reset their own passwords User accounts lock after 3
unsuccessful logins One chance to unlock the account
The ADMIN user must unlock any created user passwords
Note: Customer Care cannot unlock or reset created user passwords
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More options are available under User Manager
Add/Change Admin Message
Show Inactive Users
Manage Sub Office Admin Passwords
Enable Remote Assistance
Restrict IP Address
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Add/Change Admin Message
Create an instructional message for users who are locked out of their accounts
Type in desired message
Click Save
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Show Active/Inactive Users
Click on the Edit link next to desired the user
Remove the checkmark from the Is Active User box Inactive users cannot access
any CCH SFS website
All inactive users can be viewed under the Show Inactive Users link
To reactivate a user name, open the Show Inactive Users link
Click the Edit link beside desired user
Click the Is Active User box to add the checkmark
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Manage Sub-office Admin Passwords
Reset the Admin passwords for your sub-offices
Enter sub office’s Client ID in the Search for Client ID field
Click Reset Resets to 20 digit registration
code Follow the on-screen prompts
Note: Created users passwords must be reset by the Admin user associated with the same Client ID
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Enable Remote Assistance
Click the Enable Remote Assistance link
Creates the HELP user Gives CCH SFS access to COM
under your Client ID to troubleshoot issues and answer questions
HELP user passwords are created by a CCH SFS representative
Note: If Remote Assistance was activated in the previous year, the Client ID must edit the Help user and add Administrator role
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In this lesson we have covered: Creating/Modifying users Defining/Assigning user roles Password Requirements for Created Users Add/Change Admin Message Show Active/Inactive Users Resetting Sub office Admin Passwords Enable Remote Assistance Restrict IP Addresses
Lesson Summary: Managing users
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