Profile Maintenance *

The Profile Maintenance screen appears after selecting a user profile to manage or clicking on Create New User from the Profile Search screen.

To create a new profile or modify an existing profile fill in the required boxes:

1. Login ID - Required

2. Status
   Select “Active” to allow access to the STO application.
   Select “Inactive” to prevent access to the STO application.
   Important Note: If you inactivate your own account, you cannot change it back.

3. Name – Required

4. Phone – Required

5. Fax

6. E-Mail – Required
   If a new user does not have an email address then enter the administrator’s email for notification of newly assigned passwords.

7. Click on Create Filter (STO access information will be emailed to the new user after you click on Create Filter)
   Click here to see help on the Data Filter Screen.

8. Choose Role Access
   READONLY if access to tax data is desired.
   NO ACCESS will prohibit tax data viewing.

9. Choose a Role type.
   There are 3 roles to select from:
   1) CUST_WEB_ADMIN role has a customer level administrative capability to setup other CUST_WEB_ADMIN logins, underlying USER logins and maintain their security profile information.
   2) USER role can maintain his/her own non-security related profile information such as phone/fax number and email address.
   3) CTS_WEB_ADMIN role has a senior administrative capability (Internal Users Only) to set up other CTS_WEB_ADMIN logins, CUST_WEB_ADMIN logins, lower level USER logins and maintain their security profile information.

10. Click the Update button and you are finished managing that user's profile.

* Only an administrator can view this screen