Role Management

Configure roles to make it easier to allocate cards to a person or to a group of people based on the status or complexity of the return. Configuring roles will also make it easier to allocate cards based on where the tax return preparation process step is at or based on the complexity of the returns.

For dashboards of years 2023 and onwards

Security - View, Add and Edit Users

CCH iFirm Tracking integrates with the CCH iFirm roles. Roles are configured and managed in Settings > Users.

There are four default roles: preparer, partner, reviewer and manager.

Note: The administration role is not part of the default roles. You can create it as a customized role in Settings > Users. Click the Role Management button to open the CCH iFirm Roles page.

For dashboards of years 2022 and before

Creating roles

Tracking - Settings

Five default roles are defined in CCH iFirm Tracking: preparer, partner, reviewer, manager and administration.

To add a customized role:

  1. Go to Settings > Tracking.

  2. Click Role Management, then click the Add Role button.

Deleting customized roles

Tracking - Settings

To delete a customized role:

  1. Go to Settings > Tracking.

  2. Click Role Management, then click the x beside the role to be deleted.

Note: When a customized role is deleted, the status assignment will become blank.

Assigning roles to users

  • Tracking – Settings;
  • Tracking administrator

You will have to assign roles to the users to be able to allocate them in the dashboards.

For dashboards of years 2023 and onwards: Refer to the CCH iFirm User Role Management help topic.

For dashboards of years 2022 and before: Refer to Managing User Accounts help topic.