How to add a login account to an access level
SUMMARY
This article demonstrates how to add a Login Account to an Access Level.
MORE INFORMATION
13 STEPS
1. Click Logins
![Step 1 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=1691471&step_number=1&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
2. Click Add…
![Step 2 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=1691471&step_number=2&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
3. Enter a Login ID
That will be what they use as their login.
![Step 3 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=1691471&step_number=3&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
4. Enter a Login Name
![Step 4 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=1691471&step_number=4&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
5. Enter an Email Address
That is the email they will use if they ever need to reset your login password.
![Step 5 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=1691471&step_number=5&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
6. Enter a Cell Phone Number
That is the email they will use if they ever need to reset your login password.
![Step 6 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=1691471&step_number=6&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
7. Enter a Password
![Step 7 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=1691471&step_number=7&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
8. Re-enter your password to Confirm Password
![Step 8 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=1691471&step_number=8&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
9. Select the Access Level from the drop down list that you want this login to have.
![Step 9 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=1691471&step_number=9&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
10. Select the Preparer Shortcut from the drop box list to link the Login with the Preparer.
![Step 10 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=1691471&step_number=10&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
11. Click OK
![Step 11 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=1691471&step_number=11&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
12. You can Edit or Remove a Login by highlighting the login account name and then clicking on either Edit or Remove.
![Step 12 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=1691471&step_number=12&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
13. Click Close You are Done!
![Step 13 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=1691471&step_number=13&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
Here’s an interactive tutorial
https://www.iorad.com/player/1691471/Software-Setup-Wizard-for-Logins
Belonging to an Access Level gives a Login Account rights and abilities to perform various tasks within Simple TAX 1040. You can choose which rights and abilities a Login Account has by adding the Login Account to the appropriate Access Level.
- On the Setup menu, click Login Accounts.
![](https://taxpro.software/wp-content/uploads/2020/04/9.3.png)
- In the Login Accounts box, click the Login Account you want to edit and then click Edit.
![](https://taxpro.software/wp-content/uploads/2020/04/10.1.png)
- In the Access Level list, choose the Access Level you want and then click OK.
![](https://taxpro.software/wp-content/uploads/2020/04/access-level.png)