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Setting Trustee Rights to grant or revoke user access to program features in Lacerte

by Intuit• Updated 2 months ago

This article explains how to set Trustee Rights in Lacerte to grant or revoke a user's access to a specific program feature.

Trustee Rights, available in the program settings, permit a user's access to specific program features but don't grant overall program access.

The Trustee Rights tab is only available if you have a network license.

How to view and configure Trustee rights

From the Settings menu, select Primary Options.
Select the Trustee Rights tab.
Compare trustee Rights, on the right, to your current settings, and make any desired changes.

Feature	When enabled, allows the user to...
Program Access	Start each of the nine Lacerte Tax program modules: Individual, Partnership, Corporation, S-Corporation, Fiduciary, Estate, Gift, Benefit Plan, and Exempt Organization. If this option isn't enabled, the user can't start the Lacerte Tax program(s).
Add/Adjust Clients	Add, adjust, and print client information and client details. Also controls the ability to bridge clients between the Corporation and S-Corporation programs.
Client Maintenance	Backup, restore, delete, rename, and copy within any client file.
Adjust Client Status	Change the status information for any client file.
Process/Print Returns	Process tax returns from the Print menu or through the Forms tab process feature within the data entry screen.
Print Reports/Labels	Print status reports, mailing labels, summary reports, custom reports, and client lists.
Adjust User Options	Adjust Option settings.
E-Filing	Send and receive tax returns through the Lacerte e-filing program.
Remote Entry Processing	Send and receive tax returns through Lacerte Remote Entry Processing (REP).
Invoice Setup	Set up and adjust the Invoice feature of the program.
Proforma/Organizer	Process tax clients through the Proforma/Organizer program.
Client Password Protection	Assign passwords to clients in the Client list.
Lock/Unlock Return	Lock or unlock a return to protect it from accidental changes after completion.
Lacerte Updates	Check for updates with Lacerte. If the user doesn't have rights to Lacerte Updates, he or she can't download, delete, or install updates.

The Clear Client Log permits the user to clear a client log when f4 is entered while a client file is open.

From the Settings menu, select Primary Options.
Select the Trustee Rights tab.
Select the user's name in the User Name list.
- The user ID won't appear under the User Name list until the specific user has opened and accessed the tax module.
In the Rights list, clear a check box to revoke a right, or select an empty check box to grant a right.
Click OK to save the changes.
In the confirmation dialog, click Current Changes Only, and then click Yes.

To delete a network user from Trustee Rights

From the Settings menu, select Primary Options.
Select the Trustee Rights tab.
Select the name from the User Name list.
Click the Delete User button.
- To delete a user from the current program's Trustee Rights User Name list, click Yes to Current Program.
- To delete a user from the Trustee Rights User Name lists in all installed tax programs, click Yes to All Programs .
Click OK to save the changes.
In the confirmation window, click Current Changes Only, and then click Yes.

What will users see when they have been denied access?

When a user attempts to access a the program, or a function in the program that they have been denied access to, they will receive one of the following messages:

You Have Been Denied Access to This Program. Contact Your Network Administrator for Assistance
You do not have authorization to perform this task at this time...

For more information on setup options

Lacerte Tax 2023

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