Drake Tax – Online Reports – Configure Access or Permissions

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Article #: 10385


Drake Hub

To enable or disable access to reports, see the “Configure” section of Drake Hub – Staff

Important Access to reports must be configured for each Staff Member.

Drake User Manager

To enable or disable access to reports:

  • Log in to the Drake User Manager.

  • Select Manage Accounts and locate the user for whom edits are needed.

  • Click the Application Access tab.

  • In the row that says Drake Software Support, click the edit icon under the Actions column.

    Image of Drake User Manager Application Access.

  • Make changes to the roles and click Submit. Note that the different reports are able to be enabled or disabled individually.

    • If you select Admin, the user will have access to all features and reports; you would have to remove the Admin role to limit access to other items.

Important Access to reports must be configured for each user.

No Access Message

If a user does not have permission to access a report, they will still see it on the Report menu, however, they will get the following message when they attempt to select it:

“You do not have access to this report. Please contact your administrator for assistance.”