Web Portal - Creating Access Level Sets

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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.

For Tax Year 2018 and above:

To create an Access Levels set, follow these steps:

Log in to the CrossLink Web Portal using the main Account Code, multi-tier User ID, or Admin account.
From the top menu, select Office Management > Global Settings.
Click the View button next to Manage Access Levels.
Click the Create a new set of access levels button.
In the Set Name field, enter a unique name for the set.
Click Add to return to the Manage Access Level Sets page.
Next to the Access Level set created, click Edit.
To add an Access Level to the set, click the Add a new Access Level button.
In the Level Name field, enter a unique name for the Access Level.
Click Save to return to the Manage Access Levels page.
Next to the Access Level, click Edit.
Select the access rights to assign to the Access Level.
Click Save and Close to save the changes and return to the Manage Access Levels page.
Click the View button next to Manage Access Levels to return to the Manage Access Level Sets page.
Next to the Access Level set created, click Publish Set to queue the information at the Central Site.

🖐 Note: The new Access Level set will be available under Office Management > Manage EROs/Office Setup. Any office using the access level set will be affected once the set is updated and republished.

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