How do I unlock another user's staff or user ID (SSO user) for CCH® ProSystem fx® or CCH® Global fx applications?

This article explains how to unlock 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
  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. Select the option button in the Sel column for the user ID that you want to unlock.
  5. Click Unlock at the bottom of the window.
  6. Use the steps above if needed to change the user's password.

Additional Information

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