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Administrator and Employee Abilities in a Tax Accounting Plan

Overview

An Administrator in a SmartVault Tax Accounting plan is granted additional abilities that a normal employee user doesn't have. The Administrator group has the highest level of access of any user group in your account. The Administrator group is an account-level group, meaning that users in this group are granted access and abilities across the entire account.

 

Each user you try to make an Administrator must first be a member of the Employee group. You cannot set a Guest user, tax client, or Seasonal Worker as an Administrator.

 

See this article to set an employee as an Administrator in your account

See this article to add an employee to your account.

Details

Since Administrators are also members of the Employees group, they are granted the same abilities as Employees. In addition, Administrators are granted several abilities that Employees cannot perform.

 

Administrator Abilities
Administrator Only Account-level tasks, such as billing, editing templates, etc.
Delete a client
Manage custom groups
Administrator or the Firm Manager* on a Vault Edit client vault name
Manage vault groups
Assigning employees to a client
All Employees

Add clients

Invite clients to SmartVault
Send tax returns to clients

Edit the client details for client records

Invite clients to SmartVault
Depending on permissions, create, edit or delete folders

*Firm Manager is a vault-level group that you can place your employees in for specific client vaults. If you add an employee as a Firm Manager on a specific vault, that employee will have the abilities listed in the table for that client vault only.

Considerations

You can easily make an employee the firm manager on a client's vault by assigning that employee to the client.

 

Some of these abilities are dependent on if you've changed any default settings in SmartVault. For example, the abilities granted to these groups can vary if you've edited the group access settings on your folder templates.

 

There are several groups for using SmartVault as a tax accountant. SmartVault uses groups to manage access to and security for your documents. You should only set an employee in your tax firm as an Administrator in SmartVault if you are comfortable with that employee having additional access and abilities in your SmartVault account. 

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Last modified
13:11, 14 Jun 2016

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