Setting Up Security Templates In Account Hub

Once Employee Accounts have been set up in Account Hub, they can be restricted with Security Templates just like preparer accounts in ProWeb. There are two steps to the process:

• Create the security template
• Assign it to an employee account
  

To setup Security Templates for your Employee Accounts in Account Hub, from the main page of Account Hub select:

• Account Information 
• Select VIEW in the Security Management tile
• Select ADD TEMPLATE on the Security Template Management menu
• Give the Security Template a name (e.g., Assistant Manager, Junior Preparer, etc.).
• Check the box next to the feature an employee with this template will have access to:
  

After the template has been successfully created, it can be assigned to an Employee Account as follows:

• Select ASSIGN in the Security Template Management menu:
  

• Check the box next to the employee username you want to assign the template to.
• Select Save.

• Related Articles

• Giving Account Hub Access To Employee

  Employee Accounts in Account Hub give your employees access to the different sections and features within Account Hub, such as Taxes to Go configuration, Bank Applications, Web Reports, and Web Client Status. You can choose to use Security Temlates ...

• Account Hub Client Status

  You can check the status of their clients' e-filed tax returns on the web via their Account Hub. The first step is to log in to Account Hub. Next, click the 9-square App Switcher menu in the top right corner of the page next to your Account Hub ...

• How to Update Bank Account Information in Account Hub

  <br> Account Hub Link - https://taxprosoftware.taxofficemanagement.com/accounthub/Login?

• Adding Additional Locations In Account Hub

  For Affiliates and Multi-Office Users, before you give a new location software, you will first need to add the location to your Account Hub. To do this, login to your Account Hub: Your Account Hub will load the Location Manger menu once you login: If ...

• Account Hub error: Email address or phone number is already used

  When trying to create an Employee Account in Account Hub, if you get either of the messages as shown below this means the email and/or cell phone number is already tied to another account. Below you will find advice on how to remedy these errors. ...