Managing User Accounts

To create a user account, proceed as follows:

1. Click the button, then click Advanced Network.
2. In the top portion of the view, select the user group to which you want to add a user
3. In the lower portion of the view, click the Make a new user  on the toolbar.
   The User Properties dialog box displays.
4. In the User name box, enter the user name, then define the properties of the new user account.
   

   The following information makes up the properties of a user account:

   Option name	Action
   User name	Enter the name to be used to log on to the program.
   Group	Select the group to which the user account belongs. You can set up your user accounts first and then set up your groups and assign your users to those groups. Alternatively, you can set up your groups first and then set up your user accounts and assign your users to groups as the accounts are created.
   First name	Enter the first name of the user.
   Last name	Enter the last name of the user.
   E-mail	Enter the e-mail address of the user (optional).
   Password	Enter the password that you want to assign to the user. The password must have between x and 15 alphanumeric characters, with “x” representing the minimum number of characters set by the administrator. Personal Taxprep displays asterisks (*) when the password is entered and confirmed.
   Confirm password	Repeat the new password.
   The user must change the password at next logon	Select this check box to make sure the user has to change the password at the next logon.
   The user cannot change the password	Select this check box to prevent the user from changing the password.
   The account is disabled	Select this check box to disable the user account.
   The account is locked out	Clear this check box to unlock the user account. This check box is available only after the user has reached the number of failed logon tries defined by the administrator or the program.

5. Click OK.
   The new user account is automatically added to the user list.

Note: In the case where a user account is created from the user list it is important to assign it to a group, because if it does not belong to any user group, the user will not be able to use Personal Taxprep.

To edit a user account after it has been created, proceed as follows:

1. Click the button, then click Advanced Network.
2. Select the group to which the user belongs or select the user list.
3. In the lower portion of the view, click the user account that you want to modify, then click the Set properties button.
   The User Properties dialog box displays.
4. Define the properties of a user account.
   

   The following information makes up the properties of a user account:

   Option name	Action
   User name	Enter the name to be used to log on to the program.
   Group	Select the group to which the user account belongs. You can set up your user accounts first and then set up your groups and assign your users to those groups. Alternatively, you can set up your groups first and then set up your user accounts and assign your users to groups as the accounts are created.
   First name	Enter the first name of the user.
   Last name	Enter the last name of the user.
   E-mail	Enter the e-mail address of the user (optional).
   Password	Enter the password that you want to assign to the user. The password must have between x and 15 alphanumeric characters, with “x” representing the minimum number of characters set by the administrator. Personal Taxprep displays asterisks (*) when the password is entered and confirmed.
   Confirm password	Repeat the new password.
   The user must change the password at next logon	Select this check box to make sure the user has to change the password at the next logon.
   The user cannot change the password	Select this check box to prevent the user from changing the password.
   The account is disabled	Select this check box to disable the user account.
   The account is locked out	Clear this check box to unlock the user account. This check box is available only after the user has reached the number of failed logon tries defined by the administrator or the program.

5. Click OK.

To delete a user account, proceed as follows:

1. Click the button, then click Advanced Network.
2. In the top portion of the view, select the applicable user group or the user list.
3. In the lower portion of the view, click the user account that you want to delete.
4. In the lower portion of the view, click the Delete this user button.
5. Click Yes to confirm the request to delete the user account.

Note: If you delete a user account from a group other than the user list, the user account will be kept in the user list. If you delete a user account from the user list it will definitely be deleted.

When a user tries to enter an erroneous password a certain number of times exceeding the allowed number of tries, it is possible that you might have to unlock his account before the lockout duration defined in the lockout strategies is finished.

To unlock a user account, proceed as follows:

1. Click the button, then click Advanced Network.
2. Select the group to which the user belongs or select the user list.
3. In the lower portion of the view, click the user account that you want to modify, then click the Set Properties button.
   The User Properties dialog box displays.
4. Under Options, clear the The account is locked out check box.
5. Click OK.