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Administrative permissions for Business accounts

User "With Delegation" (broadest permission model)

Checking this option will give a User the broadest delegation authority, providing them:

  • access to managing any tax professionals assigned to your Business account, and
  • the ability to add other Users and give them this same access.

Action

 Yes 

 No 

 User "With Delegation"

Add Users with equal or lesser access to your business services

X

 

Assign administrative permissions to other users

X

 

Grant new tax professionals access to your business’s tax information

X

 

Update existing tax professional access

X

 

Revoke tax professional access

X

 

User "Without Delegation"

Checking this option will give the User the same authority as a User "With Delegation," with one important restriction. This User will not be able to add other business employees with the same level of access that they have.

Action

 Yes 

 No 

User "Without Delegation"

Add Users with equal or lesser access to your business services

X

 

Assign administrative permissions to other Users

 

X

Grant new tax professionals access to your business’s tax information

X

 

Update existing tax professional access

X

 

Revoke tax professional access

X

 

User with no administrative permissions (most restrictive permissions model)

Not checking either box will limit this User's access to the services you checked in your business permissions section. They will not have the option of adding or editing other Users or tax professionals. 

Action

 Yes 

 No 

 User with no administrative permissions

Add Users with equal or lesser access to your business services

 

X

Assign administrative permissions to other Users

 

X

Grant new tax professionals access to your business’s tax information

 

X

Update existing tax professional access

 

X

Revoke tax professional access

 

X

Updated: