1. October 11, 2015 Managing users

2.  In this lesson we will cover:  Creating/Modifying users  Defining/Assigning user roles  Password Requirements for Created Users  Add/Change Admin Message  Show Active/Inactive Users  Resetting Sub office Admin Passwords  Enable Remote Assistance  Restrict IP Addresses Lesson Overview: Managing users October 11, 2015 - USA Central Office Manager – Managing Users 2

3. The Manage Users menu allows you to control who has access to COM  Create users  Instruct ‘locked out’ users who to contact  Reset the Admin passwords for their sub offices  Enable Remote Assistance  Restrict IP Addresses Note: User passwords are shared with other CCHSFS web applications (TaxWise Customer Support site, TaxWise Online, InterviewPLUS or TaxWise University) October 11, 2015 - USA Central Office Manager – Managing Users 3

4. Roles available in COM  Administrator – Any user assigned the Administrator role, has access to all commands and actions except Return Retrieval. (main office only)  ADMIN User is the only user allowed access to Return Retrieval  Manager – Has access to all commands except Manage Users and Return Retrieval (main office only)  User – Has access to Return Query, Report Server, Overview Page, Help Center and Office Views  Can view offices only. Cannot import, export, create, or edit offices or ERO apps October 11, 2015 - USA Central Office Manager – Managing Users 4

5. Enter information for new users under Create a New User  Click Create a New User  Enter User Name (case sensitive)  Enter Real Name  Middle initial optional  Enter Email address (required for reset purposes)  Is Active User is auto-checked October 11, 2015 - USA 5 Central Office Manager – Managing Users

6. Utilize the Assign Roles option to allow or deny access to COM  Add or remove roles  Administrator  Manager  User  Click the Save button October 11, 2015 - USA 6 Central Office Manager – Managing Users

7. Password Requirements for Created Users  Must be at least eight characters  Must contain at least one number  Must not exceed 100 characters  Must change every 90 days  Users can reset their own passwords  User accounts lock after 3 unsuccessful logins  One chance to unlock the account  The ADMIN user must unlock any created user passwords Note: Customer Care cannot unlock or reset created user passwords October 11, 2015 - USA 7 Central Office Manager – Managing Users

8. More options are available under User Manager  Add/Change Admin Message  Show Inactive Users  Manage Sub Office Admin Passwords  Enable Remote Assistance  Restrict IP Address October 11, 2015 - USA 8 Central Office Manager – Managing Users

9. Add/Change Admin Message  Create an instructional message for users who are locked out of their accounts  Type in desired message  Click Save October 11, 2015 - USA 9 Central Office Manager – Managing Users

10. Show Active/Inactive Users  Click on the Edit link next to desired the user  Remove the checkmark from the Is Active User box  Inactive users cannot access any CCH SFS website  All inactive users can be viewed under the Show Inactive Users link  To reactivate a user name, open the Show Inactive Users link  Click the Edit link beside desired user  Click the Is Active User box to add the checkmark October 11, 2015 - USA 10 Central Office Manager – Managing Users

11. Manage Sub-office Admin Passwords  Reset the Admin passwords for your sub-offices  Enter sub office’s Client ID in the Search for Client ID field  Click Reset  Resets to 20 digit registration code  Follow the on-screen prompts Note: Created users passwords must be reset by the Admin user associated with the same Client ID October 11, 2015 - USA 11 Central Office Manager – Managing Users

12. Enable Remote Assistance  Click the Enable Remote Assistance link  Creates the HELP user  Gives CCH SFS access to COM under your Client ID to troubleshoot issues and answer questions  HELP user passwords are created by a CCH SFS representative Note: If Remote Assistance was activated in the previous year, the Client ID must edit the Help user and add Administrator role October 11, 2015 - USA 12 Central Office Manager – Managing Users

13. In this lesson we have covered: Creating/Modifying users Defining/Assigning user roles Password Requirements for Created Users Add/Change Admin Message Show Active/Inactive Users Resetting Sub office Admin Passwords Enable Remote Assistance Restrict IP Addresses Lesson Summary: Managing users October 11, 2015 - USA 13 Central Office Manager – Managing Users