Importing Windows network users into advanced security groups

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Note: Complete these steps only if you are using advanced security options, rather than standard options.

If your firm uses a Windows network operating system, you can import users for advanced security options.

Do not attempt to use this feature if you are accessing UltraTax CS through Virtual Office CS.

To import users into UltraTax CS, follow these steps.

  1. Choose Setup > Security, enter the master password, and click the Users tab.
  2. Click the Import button.
  3. From the Source drop-down list, choose the domain from which you want to import users.
  4. Click the Select All button to select all available users for import, or highlight users individually and click the Select button.
  5. After selecting users for import, mark the checkboxes for the advanced security groups to which you want to assign the imported users.
  6. Click OK to import the selected users.

Notes

  • For information about your firm's domain controller, consult your firm's IT professionals.
  • For domain controllers with large numbers of users, the import process may take several minutes.
  • The Import Users feature will not work with non-Windows networks.

Related topics

Setting security options

Share This