Accountants Enterprise and Series 6/8 only Returns are not accessible if the user's Security Level is less than the security level set for the return. Only a person with equal or higher security can operate on a return that has a Security Level set. Users with a lower security level than that set for the return will be unable to: Edit the return Delete the return Print the return View the return View the [Shift+F2] summary of the return Validate the return Export the return Run an estimate on the return Output the return for ELS.
UI Text Box |
---|
| Applying a Security level differs from using a LOCKED return. A secured return is unavailable to users whose security level is lower than the Security level set for the return. There is no need for the user to unlock and re-lock a return each time it is accessed. |
UI Expand |
---|
expanded | true |
---|
title | To set the Security Level for a return |
---|
| From the open return or from the Return index click Return Properties > General Tab. Enter a value in the Security Level field.
|
|