User's Manual - Drake Software

Software Setup
Drake Software User’s Manual
Setting Up
Preparer
Security
This feature establishes security settings for an individual preparer. To assign the same
security level to many preparers, the Group Security feature may be a better option.
See “Setting Up Group Security” on page 25.
NOTE
Only administrative users can set security rights. Settings must be
established before a preparer can begin working in the software.
To customize security settings for a preparer:
1. From the Drake Home window, go to Setup > Preparer(s).
2. Select a preparer and click Edit Preparer.
3. Select Security > Custom Security.
4. In the Preparer Security Setup window, select a menu, and then select the items
to which the preparer should be allowed access. Items left blank will be inaccessible
to the preparer. (See Figure 2-5 on page 24.)
Figure 2-5: Security setup
5. Click Save. When prompted, click OK. Click Exit to close Preparer Setup.
Other options available under the Security button are shown in Table 2-4.
Table 2-4: Preparer Security Options
Security Option
Set Security to Allow No Options
Set Security to Allow All Options
Set Security Equal to Existing Preparer
Add Preparer to Security Group
Front Office (Scheduling Only)
Administrator (Full ADMIN Rights)
Description
Employee cannot access any part of the program.
Employee can access all parts of the program,
except for administrative-only features.
Employee is given security settings to match those
of another preparer on the list.
Add preparer to a pre-established security group.
(See “Setting Up Group Security,” following.)
Employee can access the Scheduler only.
Employee can access all parts of the program,
including administrative-only features.
24 Tax Year 2012