Security Templates allow the ERO/Office Administrator to control what each preparer has access to do within the program. Without security templates, each preparer who logs into ProWeb can access every part of the program, which may or may not be desirable depending on the structure of the office. Each security template
Important: The ERO/Office Administrator's security template should have full access to the program.
To setup or add Security Templates, from the Welcome page of TaxSlayer ProWeb select:
- Configuration:
- Security Templates.
- +Add Security Template.
- Name the template, e.g., "Admin Account" or "Seasonal Employee".
- Check or uncheck the item(s) that the person assigned this template will or won't have access to. (Hover your mouse over the item for more information about it.)
- Click Continue when finished.
Note: You can create as many templates as needed.
To Assign a Security Template to a preparer:
- Click +Assign.
- Check the preparer(s) to assign the template.
- Click Continue when finished.
To Assign a Security Template when adding a preparer to Configuration:
- Add the preparer. (See instructions: Adding Preparers in Configuration.)
- From within the Preparer Setup, choose the drop-down arrow next to Security Template.
- Select the template.
- Click Continue when finished.
