Change the Access Level of a Logon

How Do I...

Understand logons? Add a new logon? Add a third-party access logon? Change the access type or active status of a logon? Allow/disallow additional logons? Allow/disallow third-party logons? Set default access levels for new logons?

Where Do I Start?

Depending on which window you are already on, you may need to click one or both of the following hyperlinks in the menu bar on the left side of the window:

1. • Home

   • Manage My Web Profile

What Do I Do?

1. Click the Manage Logons tab.

2. Click the Access to My Accounts sub-tab.

3. Click the hyperlink in the Access Level column for the logon whose access level you want to change. An Edit Access Level window is displayed.

• To change the access level, click the blue drop-down arrow in the Access Level field. Select the new access level:

• • File - Allows the logon to view information and file returns.

  • File & Pay - Allows the logon to view, file returns, set up payment sources, and make payments.

  • Pay - Allows the logon to view, set up payment sources, and make payments.

  • View - Allows the logon to view the taxpayer information only. A logon with this access level cannot make any changes.

  • Full Access – Allowed the same access as the Master logon, with the exception of managing the web profile of the Master account

• To inactivate a logon, click in the Active check box to remove the check mark.

• To activate a logon, click in the Active check box to add a check mark.

4. Click Save.