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Using Role Management via My Account

by Intuit•16• Updated a day ago

My Account offers 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.

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 and downloading the software.
  • Billing Admin - Access to view and edit billing profile functions.
  • Employee - View only access to My Account and edit access to payment methods associated with online profile.
  • Training Support - Access to software, training, and support only. No access to administrative functions.

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 name, Last 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.
  5. Click Save.
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