Drake Tax - Online Reports - Configure Access or Permissions
Article #: 10385
Last Updated: October 21, 2024
Overview
To enable or disable access to reports:
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Log in to the Drake User Manager.
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Select Manage Accounts and locate the user for whom edits are needed.
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Click the Application Access tab.
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In the row that says Drake Software Support, click the edit icon under the Actions column.
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Make changes to the roles and click Submit. Note that the different reports are able to be enabled or disabled individually.
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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.
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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."