How do I edit or configure a staff or user ID (SSO user) for CCH® ProSystem fx® online applications or CCH® Global fx applications?

This article explains how to edit staff members for CCH® Global fx, Electronic Filing, Software Delivery Manager, downloading permission keys, and any other program or process that uses Single Sign On (SSO) authentication for CCH® ProSystem fx® Suite applications.

In order to perform these steps, your SSO user must be the account administrator or have rights to configure staff.
  1. Go to https://admin.prosystemfx.com
  2. Log in using your Single Sign On (SSO).
  3. Click Staff to display the Configure Staff page.
    • This page will default to showing the Staff tab
    • To search for a specific staff or user ID, use the Filter staff by boxes at the top of the page and then click Search.
  4. Click the user name in the Name column. 
  5. Make any changes to the General Information page details.
    • Use this page to assign a user a new password if needed.
    • Passwords must be a minimum of eight characters. They must contain at least one upper case letter, one lower case letter, a number, and a special character.
Note: The user will be prompted to change their password the next time they log in.
  1. Click Licensing/Product Access or Functional Rights at the bottom of the window to made changes in those areas.
    • Click ? next to each functional right section heading to see what each right means, or view our Help file on Functional Rights.
    • Changes to existing users can take up to an hour.


Notes 

  • Other tabs on the main menu include:
    • Groups. Use to create separate groups which contain their own functional rights. Users can be assigned to those groups under the General Information page for the individual user.
    • Teams. Use to create separate teams for only informational purposes.
    • Misc.Setup. Use to assign users to different departments and/or titles and are only for informational purposes.
    • Multi-Office. Used to copy titles, departments, groups, and teams from one office to another in a multi-office setup.


Additional Information

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