Implementing Account Security

When you create an account, you must define which users can access the account's information. For example,

• If you have taxpayers in two geographic territories, you may need to restrict access to accounts based on the office that manages each territory. For example, only users in the northern office may manage accounts in the northern territory.

• If you have businesses and individual taxpayers, you may need to restrict access to these different taxpayer segments based on the skill set of the users. For example, some users are skilled in dealing with business taxpayers, while others are skilled in dealing with individual taxpayers.

By granting a user access rights to an account, you are actually granting the user access rights to the account's bills, payment, adjustments, etc.

The topics in this section describe how to implement account security.

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