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Articles in this section

• Web Portal - Switching Bank Selections

• Web Portal - Bank Application Status

• Web Portal - Creating Access Level Sets

• Web Portal - Assigning an Access Level to a User Account

• Web Portal - Modifying an Existing Billing Schedule on CrossLink 1040

• Web Portal - Assigning a Billing Schedule to an Office

Web Portal - Creating Access Level Sets

10 months ago

Updated

This article demonstrates how to manage Access Levels sets from the Web Portal. An Access Level Set is a group of different Access Levels.  An Access Level can be assigned to a user to limit the areas and functionality within the Desktop Tax Program.

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