User permissions report for business and tax professional accounts

The user permissions report provides a comprehensive view of business and tax professional Online Services (OLS) account master administrator's and users' account permissions and account administrative access.

Account master administrators will have default access to the user permissions report automatically.  Account users will have access to the user permissions report based on the administrative access they have been assigned (see chart below).

Administrative permission to manage users 



Will the user have access to the
user permissions report?
                                                                    

Without delegation
selected

With delegation
selected

  Nothing selected 

Yes

No

X

                          

 

X

 

                                

X

                    

X

                 

 

 

X

                      

X

Once logged into your Online Services account, you can find the user permissions report in two locations:

  • In the ‘More' menu of your My account section
  • In the Account Preferences tab

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Updated: December 06, 2012