--- title: "Online 1040 - Access Level Reference Guide" canonical: "https://support.crosslinktax.com/space/CSC/1869291029/Online%201040%20-%20Access%20Level%20Reference%20Guide" format: markdown --- > ℹ️ This article explains the list of default access levels in Online 1040 and permissions assigned to each default access level. Users can create custom Access Levels for Logins by following the instructions in [CLO - How to Create a Custom Access Level.](https://crosslinktax.atlassian.net/wiki/x/fIKSbw) ## ℹ️** Additional Information** Access Levels are a set of individual permissions assigned to Online 1040 logins that determines what you can and cannot do in the software. Whenever a new account or office is created, a set of default access levels are also created which can be assigned to any new login that is created. > 📝 *Default Access Levels cannot be edited – only viewed. Only custom access levels can be edited.*   ## **Default Access Level Sets** ### **Office Level** - **Office Owner**: set of permission that allows you to access and modify all office settings, including accessing the Office Wallet. This is the highest default access level at the office level and the default one assigned to the office’s Admin login. - **Office Manager**: set of permissions intended for an office manager. This has the same access level permissions as but disallows access to view widgets, restrict/edit form fields and access to capture the EROs signature. - **Office Support**: set of permissions intended for an office support login. This has the same access level permissions as Office Manager but disallows access to the office’s Wallet Setup. - **Preparer**: set of permissions intended for a tax preparer. It disallows access to make changes to the office setup but otherwise allows access to everything else in the software. - **Non Transmitting Preparer**: set of permissions intended for a tax preparer but disallows access to transmit tax returns. - **Reception**: set of permissions intended for a receptionist. This access level allows you to do basic operations such as adding and editing tax return, print checks, run reports and send messages. This default access level has the least number of permissions in Online 1040.   ### **Account Level** - **Reseller Admin**: this access level is unique at the Reseller level. This access level allows you to create sub-accounts (Resellers and Multi-Office) and offices, as well as access to modify all settings for the account. This is the highest default access level at the Reseller level and the default one assigned to the Account Code/Admin login. - **Reseller-Tech**: this access level is unique at the Reseller level. This access level disallows access to create sub-accounts and offices but otherwise, allows access to everything else in the account. This access level is designed to provide support to existing sub-accounts and offices. - **Franchise Main**: this access level is unique at the Multi-Office level. This access level allows you to create offices and access/modify all settings for the Multi-Office account. This is the highest default access level at the Multi-Office level and the default one assigned to the Account Code/Admin login. ## **Manager Control Access Levels** | | **Default Access Level Name** | | --- | --- | | **Office Level** | **Account Level** | | **Access Level Permission Name** | **Office Owner** | **Office Manager** | **Office Support** | **Preparer** | **Non Transmitting Preparer** | **Reception** | **Reseller Admin** | **Reseller-Tech** | **Franchise Main** | | Capture ERO Signature | x | | | | | | | | | | Delete Return | x | x | x | | | | x | x | x | | Print Checks | x | x | x | | | x | x | x | x | | Transfer Return | x | x | x | | | | x | x | x | | View any Return | x | x | | | | | x | x | x | | View Checks | x | x | x | | | x | x | x | x | | View/Create Appointments | x | x | x | x | x | x | x | x | x | | View Databases | x | x | x | | | x | x | x | x | | View Office Setup | x | x | x | | | x | x | x | x | | View Reports | x | x | x | x | | x | x | x | x | | View Secure Messages | x | x | x | x | x | x | x | x | x | | View Widgets | x | | | x | | | x | x | x |   ## **Preparer Control Access Levels** | | **Default Access Level Name** | | --- | --- | | **Office Level** | **Account Level** | | **Access Level Permission Name** | **Office Owner** | **Office Manager** | **Office Support** | **Preparer** | **Non Transmitting Preparer** | **Reception** | **Reseller Admin** | **Reseller-Tech** | **Franchise Main** | | Create Business Return | x | x | | x | x | | | | | | Create Refund Calculator | x | x | x | x | x | x | x | x | x | | Create Return | x | x | x | x | x | x | x | x | x | | Delete Document From Archive | x | x | x | | | | x | x | x | | Preview Return | x | x | x | x | x | | x | x | x | | Print Return | x | x | x | x | x | | x | x | x | | Print Return Components | x | x | x | x | x | | x | x | x | | Send Text Message | x | x | x | x | x | | x | x | x | | TaxPass Retrieval | x | x | x | x | x | | x | x | x | | Transmit Return | x | x | x | x | | | x | x | x | | View Business Return | | | | | | | | | | | View Locked Return | x | x | x | x | x | | x | x | x | | View Training Returns | x | x | x | x | x | x | x | x | x |   ## **Admin Control Access Levels** | | **Default Access Level Name** | | --- | --- | | **Office Level** | **Account Level** | | **Access Level Permission Name** | **Office Owner** | **Office Manager** | **Office Support** | **Preparer** | **Non Transmitting Preparer** | **Reception** | **Reseller Admin** | **Reseller-Tech** | **Franchise Main** | | Check Activation | x | x | x | | | | x | x | x | | Create/Edit Access Levels | x | x | x | | | | x | x | x | | Create/Edit Billing | x | x | x | | | | x | x | x | | Create/Edit Preparer | x | x | x | | | | x | x | x | | Create/Edit Restricted Fields | x | | | | | | | | | | Create Extended Reports | x | x | x | | | | x | x | x | | Create Franchise | | | | | | | x | x | | | Create Login | x | x | x | | | | x | x | x | | Create Office | | | | | | | x | | x | | Create Reseller | | | | | | | x | | | | Edit Client Letter | x | x | x | | | | x | x | x | | Edit Databases | x | x | x | | | | x | x | x | | Edit Due Diligence | x | x | x | | | | x | x | x | | Edit Login | x | x | x | | | x | x | x | x | | Edit Office Setup | x | x | x | | | | x | x | x | | Edit Print Config | x | x | x | | | | x | x | x | | View Billing | x | x | x | | | x | x | x | x |