Managing User Accounts

Required user rights:

  • Tracking – Settings

  • Security – View, Add and Edit Users

  • Tracking Administrator

One of the first tasks to be performed as a CCH iFirm Tracking administrator is to create user accounts.

Each user needs a user account to log in to CCH iFirmand to allow Personal Taxprep to exchange data with CCH iFirm Tracking.

To add a CCH iFirm user account, consult the Add users topic.

Make the following changes to the settings of the CCH iFirm user (Settings > Users) for whom you wish to grant access to CCH iFirm Tracking:

In the Licenses tab, ensure that you link the Tracking license so that the user can access CCH iFirm Tracking.

In the Security tab:

  • Assign the Tracking – Access to Tracking security role so that the user can access CCH iFirm Tracking.

  • Assign the Tracking – Settings security role so that the user can access the CCH iFirm Tracking settings.

In the Tracking tab:

  1. Enter the user's language of correspondence and indicate whether he or she is an administrator.

  2. Define the settings for each dashboard in your firm.

    • User Rights: select the user rights among the following choices:
      • Access the dashboard and settings management: these rights allow the user to access the dashboard, link client files to CCH iFirm Tracking, link users and manage the various settings available in the Settings menu.
      • Access the dashboard only: these rights allow the users to access the dashboard.
      • No rights: when a user account is created, no access is granted by default to the user. The user does not have access to the firm's dashboard.
    • Roles: select the role(s) assigned to the user.

      • For dashboards of years 2022 and before, the various roles are defined on the Roles Management page, available in Settings > Tracking.

      • For dashboards of years 2023 and onwards, the roles are defined in Settings > Users.

    • Displaying Taxprep Client File Info Dialog Box: This dialog box lists the information that is exchanged between Personal Taxprep and CCH iFirm Tracking. If the CCH iFirm Tracking user is also a Personal Taxprep user, indicate if the dialog box must display when opening or closing the client file, or both, to allow the user to update the information to be sent to CCH iFirm Tracking.

  3. Click Save.
    An e-mail will then be sent to the user to set the password for the CCH iFirm Trackingg user account used in Personal Taxprep for years prior to 2022. Please note that this password is different from the one used to log in to the CCH iFirm site and to access CCH iFirm Tracking.

To modify a user account, select the relevant user from the User Manager.

  1. Make the desired changed.

  2. Click Save.

The changes will appear the next time the user logs in.

If an employee leaves your firm or is on long-term leave and you do not want this employee's name to be available for assignations, it is preferable to disable his or her user account to revoke access to CCH iFirm Tracking and prevent the user account from being involuntarily assigned to the processing of a card.

To deactivate a user account in CCH iFirm Tracking, proceed as follows:

  1. In the User status section of the Tracking tab, select the Disabled option and save the changes.

  2. To deactivate a user account, consult the Reassign or deactivate a user account topic.

To reactivate a user account in CCH iFirm Tracking, proceed as follows:

  1. In the User status section of the Tracking tab, select the Enabled option and save the changes.

  2. To reactivate a user account, consult the Reassign or deactivate a user account topic.