User's Manual - Drake Software

Drake Software User’s Manual
Software Setup
To remove security rights from all preparers (other than administrative users), go to
Setup > Preparers and click Remove Rights. To remove rights for an individual
employee, set that person’s security to Allow No Options.
Setting Up
Group
Security
Only an administrative user can apply security settings to a group of preparers. You
can create as many security groups as needed, but a preparer can belong to only one
security group at a time.
NOTE
You cannot assign a preparer to more than one security group. If you
try to do this, the preparer is removed from his or her current group and
added to the new one.
To apply group security:
1. From the Drake Home window, go to Setup > Preparers.
2. Click Group Security to open the Group Security dialog box. Three security
levels, listed below and shown in Figure 2-6, are available by default. If preparer
data is brought forward from last year and there are preparers with any of these
security levels, they are automatically added to the appropriate group.
• Admin — Users with administrative rights; group cannot be deleted.
• Front Office — Front Office rights for non-preparers (Scheduler access only)
• Full — Users with full access to everything except administrative features
3. Choose one of the following options:
• To add a group, click Add Group. Under Security Group General Information
(Figure 2-6), enter a Group ID and a Group Description.
• To add preparers to an existing group, double-click the group row near the top
of the Group Security dialog box.
Figure 2-6: Security Group General Information section of Group Security dialog box
4. Under Security Settings, click to mark the boxes representing the features to
which the group should have access. (Accessible features cannot be edited for the
Full or Admin groups.) Click Check All to mark all boxes shown in all menu categories.
Tax Year 2012 25