OLT: Modify Privileges for a Preparer

Description: This article will guide you on how to modify the privileges for a preparer.

Process:

If you need to modify the privileges for a preparer, please use the following instructions: 

1. Log in to your MO (Multi Office Admin).
   
   

   

   
   
   

2. Click on ’ADMIN’ in the left sidebar.
   
   

   

   
   
   

3. Locate the Location Account where the preparer is under and click on the Pencil Icon.
   
   

   

   
   
   

4. Click on ’Save and Continue’.
   
   

   

   
   
   

5. Look for the correct preparer you need to modify the privileges for.
   
   

   

   
   
   

6. Click on ’EDIT’ for the preparer you are modifying.
   
   

   

   
   
   

7. Scroll down and change the options in the ‘User Options’ and ‘User Privileges’ sections.
   
   

   

   
   
   

8. Scroll down and click on ’Save and Continue’ to save the changes.
   
   

   

   
   
   

9. You have now deactivated the preparer/PTIN Holder.