  Assigning access rights to DT Max users |
If the security system is active and passwords are required to access
DT Max, you, as system supervisor, must register the DT Max users onto
the system and assign individual rights to each of them.
To that end, select Individual users' passwords and rights from the Security system
option in the Preferences menu. If a DT Max user is already listed,
double-click the user ID or highlight it, then select Edit.
If you wish to remove someone from the list of authorized users, highlight
that person's name or user ID and select Delete.
To add a new user to the system, select New.
When editing existing users or adding new users, you will be presented with
the access rights dialogue box. There, you can change a user's name, user ID,
password and individual access rights.
It is important to keep in mind that, in order to properly assign the required
access rights for each user, the whole picture must be taken into account with
respect to your personnel's use of DT Max. Be sure to understand the
implications of giving or taking away access rights.
The various access rights available are described below.
- System supervisor (full rights)
The system supervisor has access to every area and feature of the program and
has the power to add, remove or edit authorized users.
In order for passwords to be mandatory in DT Max, at least one person must be
designated as system supervisor.
- Access all clients in database
If ticked, the user can access all client files on the database.
If this box is not ticked, in principle, the user can only access his own clients'
files. However, by clicking the Add button located beneath the box of accountant
codes accessible, you can add accountant codes to which you want this user to have
access.
- Data entry
If this box is not ticked, the user cannot enter data in client files, display or print
client keyword data, or extract clients from the client list.
- Delete clients from the database
If this box is not ticked, the user cannot remove clients from the database.
- Change processing statuses of clients
If this box is not ticked, the user cannot change the processing statuses of marked
clients in the client list nor add or edit the Progress keyword when
entering client data.
- Display tax returns
If this box is not ticked, the user cannot display the tax returns of any clients.
- Production printing of tax returns
If this box is not ticked, the user cannot print tax returns in production mode.
- Change preferences and setup
If this box is not ticked, the user cannot edit setup features such as:
- Back up a database
If this box is not ticked, the user is not allowed to back up database files using the
Backup option of the Tools menu.
- Restore database from backup
If this box is not ticked, the user is not allowed to restore database files from
a backup using the Restore option of the Tools menu.
- Verify data and completed tax return
If this box is not ticked, the user will not be registered as a verifier in the
verification system and will not be entitled to set a
client's status to Keywords verified or Return verified.
- Extract and merge client data
If this box is not ticked, the user will not be able to extract client data
to a diskette to work on that file at home or to bring it to a client's offices.
Similarly, he will also not be able to merge new information into the DT Max
database.
- Efile tax returns
If this box is not ticked, the user will not be able to access the program's efile features
in order to electronically file tax returns.
November 8, 2005
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