Skip to main content
Level 2
December 21, 2019
Solved

I am trying to set a master password. If I click on TOOLS and OPTIONS and GENERAL tab there is no MASTER OR PASSWORD TAB to click on ???

  • December 21, 2019
  • 2 replies
  • 0 views
No text available
This topic has been closed for replies.
Best answer by huntsdabibil

Same here.  I see where I can enter a password for a 1040 when it is open, under 'tools/add change client password'.  So, I enter password there and save the file, but it doesn't work.  So, it appears I need to 1st setup master password.  But, in homebase view, I do not see a password option under tools/options.  


If you have not got an answer on this already, the password option you are looking for is ONLY available on the admin PC if you are on a network.

 

From ProSeries documentation:

Open ProSeries.

  • If you're on a network, make sure you're on the admin computer.

https://proconnect.intuit.com/support/en-us/help-article/access-permissions/setting-primary-client-level-electronic-filing/L7ijZOFpX_US_en_US

2 replies

Just-Lisa-Now-
Intuit Community Champion
December 21, 2019

From Homebase, click Tools > Options and then click Passwords

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Skylane
Intuit Community Champion
December 21, 2019

Yea Lisa!

i stopped using the master password when Intuit went to the SSO and multi-factor authentication. I use the individual account passwords for specific accounts that I don’t want my staff to access. 

If at first you don’t succeed…..find a workaround
Just-Lisa-Now-
Intuit Community Champion
December 21, 2019

@Skylane wrote:

Yea Lisa!

i stopped using the master password when Intuit went to the SSO and multi-factor authentication. I use the individual account passwords for specific accounts that I don’t want my staff to access. 


Ive never used a Master password, Im the only person that uses the program in my office and I already have sooooo many passwords to keep track of, makes me crazy!   :)

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 3
March 28, 2021

No one answered her question!!!!!!!!!!!!!!!!!!!!!!!