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Using Role Management via My Account

by Intuit Updated 2 months ago

My Account offers a feature of Role Management. This feature provides the ability to add, edit, or view information in My Account based on permissions.

Administrators (Admins) on the account can add or edit information in Account Details for Contacts, Addresses, and Account Overview. They can also provide Account Admin permissions to other contacts on the account.

Of the following primary and program-specific roles, only those with an Admin role can download and install the programs. The only exception to this is Training & Support.

Primary roles

  • Admin - This user has access to view and edit all My Account administrative functions. The Admin will be responsible for managing all contacts on the account.
  • Employee - This user has access to view only information under My Account and access to Change Payment Method associated with their online login profile and can download the program.
  • Billing Admin - This role is required for any user in your firm to:
    • Place an order via My Account
    • Increase ProSeries pay per return bank
    • Make in-product purchases
  • Training Support - This user has access to Training and Support only. This role cannot download and install the product, and has no access to further administrative functions. This is the minimum default setting for all new users.

Payment methods (existing and newly created) will be visible to any users in your firm with an Admin role:

  • Credit Cards - CVV validation is required
  • Electronic Funds Transfer (EFT) - No additional validation is required

We encourage Admins in your firm to review current users to make sure that they have the roles needed. Additionally, you should make sure that the current payment methods on your account are still applicable for use.

  1. Sign in to My Account.
  2. From the top of the screen, select Account ⮕ Manage Users.
  3. Click the Invite User button.
  4. On the Add New Contact screen, complete the First nameLast name, and Email fields.
  5. Choose the applicable Role under My Account Access.
  6. If the user will also need access to the software, select the Software Access role to be extended.
  7. Click the Send Invite button to send an email invitation for the employee.
    • Skip this step if you're the only person needing online access.
  1. Sign in to My Account.
    • Only the Admin(s) on the account can modify permissions in My Account.
  2. From the top of the screen, select Account ⮕ Manage Users.
  3.  Select the applicable User name to display the details.
  4. Click the Delete User button.
    • A confirmation will be provided that either confirms the request has been submitted and will be processed or that a call to customer support is necessary to remove it.
  1. Sign into My Account.
    • Only the Admin(s) on the account can modify permissions in My Account.
  2. From the top of the screen, select Account ⮕ Manage Users.
  3. Select the user that needs to be edited. The detail section will expand.
  4. From the dropdown menu for My Account Access, choose the new role for that user:
    • Account Admin - Access to view and edit information under the My Account menu for Account Management activities (Contacts, Addresses & Account Overview)
    • Account Employee - Access to view only information under My Account menu and access to Change Payment Method associated with their online login profile.
    • Lacerte Admin - Access to functionality under My Lacerte, then Administration
    • Lacerte Report - Access to functionality under My Lacerte, then Statements & Reports
    • ProSeries Admin -  Access to functionality under My ProSeries, then Administration
    • There's no Report role for ProSeries.
  5. Click Save.
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