Setting Global Configuration Options

The global configuration options apply to all portals. You must have firm administrative privileges to change these options. The global options are:

  • Elevated permissions while batch publishing. Enabling this option makes it possible to temporarily grant a firm user permission to publish files to a portal. This feature is useful when you need administrative staff to batch publish files to portals that they otherwise cannot access.
  • Tax file naming conventions. This feature is useful if you use Tax along with Portal. You can create a file naming convention that will be applied to tax returns when the returns are published to Portal. Using a naming convention can make it easier for staff find the returns they need.
  • Mandatory portal selection on login. When this option is enabled, Portal does not select a portal by default when a firm user or firm administrator logs in. Instead, firm users must select a portal before they can perform portal-specific tasks, such as uploading files. This feature can prevent users from accidentally uploading files to the wrong portal. This option is selected by default.

Click a link below for more information and instructions.

ClosedSetting the Batch Publishing Option

When you enable this option, a firm user with permission to publish files to a portal can temporarily grant that same permission to another firm user. The elevated permissions are only applicable for the immediate batch processing job. They are not saved or applied for future tasks.

If this feature is enabled, a window requesting login credentials will display when a firm user attempts to publish files to a portal that the user does not have access rights for. To complete the publishing task, the credentials of a user who does have access rights for the portal must be entered in this window. If credentials meeting this criteria are not entered, the publishing task is not completed.

Tip: Ideally, the firm user who enters his or her credentials should be a firm administrator or a firm user with access to all of your firm's portals.

To enable this feature, do the following:

  1. Click the Administration tab on the Portal navigation panel.
  2. Select Setup > Global Configuration.
  3. Expand the Configure batch publishing option section if it is not already expanded.
  4.  Select Allow firm users to enter elevated permissions to allow users to grant temporary publishing permission to other users. Clear this box if you do not want to enable the elevated permissions feature.
  5. Click Save.

ClosedConfiguring Tax File Naming Conventions

A file naming convention ensures that all tax returns are named in a consistent and easily identifiable way. Use the procedure below to create, edit, copy, or delete a file naming convention.

  1. Click the Administration tab on the Portal navigation panel.
  2. Select Setup > Global Configuration.
  3. Expand the Configure tax file naming convention section if it not already expanded.
  4. Do any of the following as needed:
    • ClosedCreate a new file naming convention
      1. Click New.
      2. Select a field that you want to use in naming tax returns.
      3. Click Add. The field tag is added to the Default File Name box.
      4. Continue adding field tags as needed until you have added all the fields you want to use as part of the file name.
      5. If needed, you can edit the information in the Default file name box. For example, you may want to enter spaces in between the field tags to make the file names easier to read.

        Tip: Beneath the Default File Name box, you can see an example of how your file naming convention will look when it is applied to actual client records.

      6. Click Save.
      7. Click Close.
    • ClosedEdit a file naming convention
      1. In the grid, select the tax system for which you want to edit a naming convention.
      2. Click Edit.
      3. Modify the default file name field as needed.
      4. Click Save.
      5. Click Close.
    • ClosedCopy a file naming convention for one tax system and paste it to other tax systems
      1. Select the tax system with the file naming convention you want to copy.
      2. Click Copy.
      3. Select the tax systems to which you want to copy the file naming convention.
      4. Click Paste.
    • ClosedDelete a file naming convention
      1. Select the tax system for which you want to delete a file naming convention.
      2. Click Delete.
  5. Click Save.

ClosedConfiguring Mandatory Portal Selection on Login

When enabled, the mandatory portal selection option requires that a firm user select the client portal to work in before they can perform portal-specific tasks. This feature, which is enabled by default, prevents users from accidentally uploading files to the wrong portal. If this feature is disabled, Portal automatically selects the last portal that the user worked in when a firm user logs in.

Note: If you change this option, the updated setting will not take effect until the next time you log in to Portal. This feature has no impact on portal user or portal administrator logins.

To configure this option, do the following:

  1. Click the Administration tab on the Portal navigation panel.
  2. Select Setup > Global Configuration.
  3. Expand the Configure mandatory portal selection on login section if it is not already expanded.
  4. Clear the Require all firm users to select a portal on login check box if you want a default portal to be selected for firm users when they log in. Leave this check box selected if you want to require firm users to select a portal when they log in.
  5. Click Save.