c. Click the Expand/Collapse arrow located next to Electronic Filing Status to display the list of product options for which you can grant functional rights.
d. Do one of the following:
To select individual options
, select the box in the Staff column adjacent to an option for which you want to grant this user access.
To select all options
, click the Select all link located above the listed options to give this staff member access to all of the product’s features.
To deselect all options
, click the Deselect all link located above the listed options to remove all functional rights for this user.
Note
: For each functional right, a Group and Staff column are displayed. If a staff member is assigned to a group, check marks will display next to functional rights associated with that group in both the Group and Staff columns. These fields cannot be edited. You can grant functional rights only for product options this member has not already acquired from his or her assigned group.
14. Click Next. You will be returned to the Staff home page.
15. Repeat steps 6 through 14 for all applicable users. The new staff member displays in the Web
Users list and is temporarily removed from the Application Users list.
16. Click Close when complete.
Linking the Desktop User ID to the SSO Staff ID
(Office Manager > Tools >Link SSO for Global Configure Staff)
In ProSystem fx Tax, you have the option to launch the Electronic Filing Status system from the
Manage menu. To save time, if you link the desktop user ID to the SSO staff ID you will not need to enter your SSO login information to access the Electronic Filing Status system.
Note
: You must log in to the desktop version of Office Manager (not Global fx) as a supervisor to assign the links. The local ProSystem fx Tax desktop user must also be configured with a password. The system will allow only a one-to-one association link. Linking several desktop users to a single SSO user is not permitted.
1. In Office Manager, select Tools > Link SSO for Global Configure Staff. The Login to
Internet dialog displays.
2. Enter your SSO User ID and Password and click Login. The Link an SSO User dialog displays, which lists all desktop user IDs, including those already linked to an SSO staff ID. Unlinked desktop IDs are blank in the Staff Name and Staff ID columns.
Note
: Click the column headings to sort by that item.
3. Select the unlinked desktop user ID you want to link.
4. Click Link User to display the Select an SSO User dialog, which displays all SSO staff IDs that are not currently linked to a desktop user ID.
5. Select the SSO user ID to link.
6. Click OK to save your selection and return to the Link an SSO User dialog.
7. Repeat steps 3 through 6 for any additional desktop IDs you want to link.
8. Click Close when you have finished linking IDs.
Chapter 2 - Configuring Electronic Filing • 9
Removing the Desktop User ID - SSO Staff ID Link
1. In Office Manager, select Tools >Link SSO for Global Configure Staff. The Link an SSO User dialog displays.
2. Select the desktop user ID for which you want to remove the link.
3. Click Remove Link.
4. Click Yes on the confirmation dialog to remove the link and return to the Link an SSO User dialog.
Printing the Desktop User ID - SSO Staff ID Link Report
1. In Office Manager, select Tools > Link SSO for Global Configure Staff. The Link an SSO
User dialog displays.
2. Click Print. A report detailing the desktop user IDs - SSO staff ID links prints.
Chapter 2 - Configuring Electronic Filing • 10
