Administrative permissions for Business accounts
You may customize the permissions for any employee you add to your Business Online Services account.
Managing Users
If you designate an employee as a User, you may assign them permission to manage other Users. Users with permission to manage other Users on your Business account may:
- access User Summary,
- add new Users,
- reset Users' passwords,
- update Users' email addresses and phone numbers,
- edit other Users' access to your account, and
- remove other Users from your account.
When you assign this permission to a User, you may do so with or without delegation. If you assign this permission:
- with delegation, then the User may assign this permission when adding or updating other Users.
- without delegation, then the User may perform the actions listed above, but cannot assign this permission when adding or updating other Users.
Managing tax professionals
Users with permission to manage tax professionals on your Business account may:
- access Tax Professional Summary,
- authorize tax professionals to access and receive confidential tax information and conduct transactions on behalf of your business,
- update an existing tax professional authorization, and
- revoke a tax professional's access to your business' tax information.
When you assign this permission to a User, you may do so with or without delegation. If you assign this permission:
- with delegation and the User has permission to manage other Users, then the User may assign this permission when adding or updating other Users.
- without delegation and the User has permission to manage other Users, then the User may perform the actions listed above, but cannot assign this permission when adding or updating other Users.
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