Add and manage user groups in Intuit Accountant Suite

Simplify your firm’s permission management and organization with user groups in Intuit Accountant Suite. Create groups based on office locations, service lines, or other organizational structures your firm might use. As you create a group, you can assign permissions to it. Then, add team members to the group and assign clients to the group. Permissions for the group then cascade through the clients.

Create a user group

Create a user group to assign multiple team members to a group of clients. You can define the group using whatever organization criteria your firm finds helpful. Within the group, you’ll specify client permissions to each team member. These permissions apply to all clients you assign to the group. We’ll check for permissions conflicts and give you the chance to resolve any that might occur before you finalize the group.

1. Under Firm Operations, select Team  to expand the menu. Then, select User groups. If this is your firm’s first team group, select Create your first user group. If you’re adding a new group to an already existing list of groups, select Create new user group.
2. Enter a descriptive name for the new team group. This will be the name shown on all Intuit Accountant Suite references to the group. For example, name the group Los Angeles to describe the team from that city.
3. Select the team members who’ll be a part of this user group. Note that each team member’s firm role is listed with their name. Firm roles are the access and permissions a team member has within the firm’s account.
4. Select Next when you complete adding team members to the group.
5. For each team member in the group, select the client access level they should be given. This role is applied for all of the clients that will be added to this group.
6. Select Next when you’re finished.
7. Select the clients you want to add to the team group. When you’re finished adding clients, select Next.
8. You may need to resolve any conflicts that happen when a team member or client is part of multiple user groups and have different access roles in those groups. Team members and clients can be part of multiple user groups, but can only be granted one access level. You’ll need to select just one role for the team member/client combination. Be aware that the most recently selected role will overwrite all previous roles. 
9. After resolving any conflicts, select Save change. Permissions cascade, granting the defined access to the selected users for all clients in the group.

Manage team members in an existing group

Once you’ve created a user group, you can add or remove team members or change the access level of team members.

1. Under Firm Operations, select Team  to expand the menu. Then, select User groups. 
2. Select the team group you want to edit. 
3. Select Firm users & access and then select Edit users & access.
4. Select the team members you want to add or remove and then select Next.
5. Select roles for new team members or adjust the roles for existing team group members. Then select Next.
6. Resolve any conflicts with team member access levels. Remember that a team member can only have one access role and that the most recently assigned role will overwrite any previously assigned roles.
7. Select Save change. The changes go into effect immediately..

Manage clients assigned to an existing group

Once you’ve created a user group, you can add or remove clients from the group.

1. Under Firm Operations, select Team  to expand the menu. Then, select User groups. 
2. Select the user group you want to edit. 
3. Select Clients. 
4. To remove clients from the group, select Remove from on the client’s listing in the group and confirm your choice on the pop-up. 
5. To add clients to the group, select Assign clients
6. Select the clients you want to add or remove from the group and then select Next.
7. Select Save. The changes go into effect immediately