| Activate |
to make an inactive user active, enabling the user to access the system once again. See
Active, Deactivate, Inactive, and Status. |
| Active |
a user status that enables the user to access the system. See Activate, Deactivate, Inactive, and Status. |
| Activities |
the changes made by a user. See also History. |
| Audit Trail |
a page available to Subscription Administrators that shows all user activities made in the system. See
Activities, History. |
| Blocked |
a client permission; a level of client access assigned to a user. A user with Blocked permission cannot access
the client or the client's plans. For more information, see Permissions. |
| Client |
the person for whom users (tax planning professionals) conduct income tax analyses and for whom plans are
created. |
| Deactivate |
to make inactive. A user's status can be changed from active to inactive, which prevents the user from
accessing the system. See Activate, Active, Inactive, and Status. |
| Editor |
a client permission; a level of client access assigned to a user. A user with Editor permission is permitted
to view, edit, copy and delete all client information and can save changes made to client plans, but cannot
delete a client. For more information, see Permissions. |
| History |
the changes made to a user. See Activities. |
| Inactive |
a user status that restricts the user from accessing the system. See Activate, Active, Deactivate,
and Status. |
| My Client Permissions |
a set of users (and teams) that is automatically added to the Permissions tab of all new clients you add. See
Edit Client Page > Permissions Tab. |
| Owner |
a client permission; a level of client access assigned to a user. A user with Owner permission can perform
all Editor functions and can grant client permissions to other users and remove clients from the system. For
more information, see Permissions. |
| Plan |
a client plan or analysis. When a plan has been saved to a local or network drive, it is referred to as a file
(with the .it extension). |
| Practitioner |
a user role, distinguished from the other user role of Subscription Administrator. For more information, see
Differences in User Roles. |
| Permission |
a user's level of client access. There are four permissions: Reader, Editor, Owner, and Blocked. For
more information, see Permissions. |
| Purge |
to permanently remove (delete) an item or items from the Recycle Bin. |
| Reader |
a client permission; a level of client access assigned to a user. A user with Reader
(read-only) permission can view all client data and plans, but cannot save changes to client data or plans. For
more information, see Permissions. |
| Recycle Bin |
the user-specific place where removed items are stored. Deleted items remain in a user's Recycle Bin until
they are either restored or purged. |
| Restore |
to restore an item from the Recycle Bin to its original location in the program. |
| Role |
a user type. There are two roles: Subscription Administrator and Practitioner. For more information, see Differences in User Roles. |
| Status |
the state of a user with respect to the user's access to the system. There are two options: Active and
Inactive. An Active user can access the system; an Inactive user cannot access the system. See
Activate, Active, Deactivate, and Inactive. |
| Subscription Administrator |
a user role, distinguished from the other user role of Practitioner. For more information, see Differences in User Roles. |
| Team |
a set of Practitioners. After a team has been created by a Subscription Administrator, users can then grant
client permissions to teams. The Teams feature is available only with the Enterpriseaccount. Only practitioners
can be members of a team. Subscription Administrators, by role definition, have implicit Owner permission for
all clients in the system, which means Subscription Administrators have unrestricted client management rights.
|
| Turbo |
An application virtualization browser plugin. Income Tax Planner Web leverages Turbo to deliver Income Tax Planner – a desktop application – to you via the Web.
|
| Two-factor Authentication |
Two-factor authentication is a security process in which the user provides two means of identification from
separate categories of credentials; one is typically a physical token, such as a cell phone, and the other is
typically something memorized, such as a security code. For more information, see Two-factor Authentication.
|
| User |
a person who is set up in the system and assigned a role of either Practitioner or Subscription Administrator.
For more information, see Differences in User Roles. |
