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Security settings available on the General > Setup > Client Templates tab of the Security Groups screen
The following table lists all of the security settings available in the application at .
Setup
Firm Information
Security Group
General tab
Setup
Client Templates tab
- When an option is marked, access is granted to that screen or function.
- When an option isn't marked, access is restricted from that screen or function. Options won't be available or they'll be hidden on the screen.
- When an option is filled, access is partially granted to that screen or function.
note
- Security privileges are not automatically granted when an application update adds a new screen, menu option, or report; when a new custom report is added to the Report Designer; or when a new security group is created.
- TheReportstab on theSecurity Groupsscreen allows you to control access to individual reports. This list includes all of the standard reports as well as any custom reports and folders you added to the application via the Report Designer.
- If staff don’t have full access to the Report Designer and all of the reports, the Accounting CS Library portlet will have view only permissions.
- If a security setting appears on more than 1 tab, changing that permission on 1 tab will also change the same permission on the other tabs.
- To restrict staff from accessing a client, use theStaff Accesstab on theClientsscreen.
- Not all security features below are available for Client Staff using Accounting CS Client Access.
Security option | Program area | Available for Workpapers CS? |
|---|---|---|
General Setup Menu Client Templates | Allows full access to the Client Templates screen. | Yes |
General Setup Menu Client Templates Main tab and all related screens | Allows full access to the Main tab on the Client Templates screen and all related screens. | Yes |
General Setup Menu Client Templates Main tab and all related screens View | Allows access to only view the Main tab on the Client Templates screen and all related screens. | Yes |
General Setup Menu Client Templates Main tab and all related screens Add | Allows access to add new Client Templates. | Yes |
General Setup Menu Client Templates Main tab and all related screens Edit | Allows access to modify the Main tab on the Client Templates screen and all related screens. | Yes |
General Setup Menu Client Templates Main tab and all related screens Delete | Allows access to delete existing Client Templates. | Yes |
General Setup Menu Client Templates Account Mask tab | Allows full access to the Account Mask tab on the Client Templates screen. | Yes |
General Setup Menu Client Templates Account Mask tab View | Allows access to only view the Account Mask tab on the Client Templates screen. | Yes |
General Setup Menu Client Templates Account Mask tab Edit | Allows access to modify the Account Mask tab on the Client Templates screen. | Yes |
General Setup Menu Client Templates Accounting Information tab | Allows full access to the Accounting Information tab on the Client Templates screen. | Yes |
General Setup Menu Client Templates Accounting Information tab View | Allows access to only view the Accounting Information tab on the Client Templates screen. | Yes |
General Setup Menu Client Templates Accounting Information tab Edit | Allows access to modify the Accounting Information tab on the Client Templates screen. | Yes |
General Setup Menu Client Templates Accounts Payable tab | Allows full access to the Accounts Payable tab on the Client Templates screen. | No |
General Setup Menu Client Templates Accounts Payable tab View | Allows access to only view the Accounts Payable tab on the Client Templates screen. | No |
General Setup Menu Client Templates Accounts Payable tab Edit | Allows access to modify the Accounts Payable tab on the Client Templates screen. | No |
General Setup Menu Client Templates Accounts Receivable tab | Allows full access to the Accounts Receivable tab on the Client Templates screen. | No |
General Setup Menu Client Templates Accounts Receivable tab View | Allows access to only view the Accounts Receivable tab on the Client Templates screen. | No |
General Setup Menu Client Templates Accounts Receivable tab Edit | Allows access to modify the Accounts Receivable tab on the Client Templates screen. | No |
General Setup Menu Client Templates Payroll Information tab | Allows full access to the Payroll Information tab on the Client Templates screen. | No |
General Setup Menu Client Templates Payroll Information tab View | Allows access to only view the Payroll Information tab on the Client Templates screen. | No |
General Setup Menu Client Templates Payroll Information tab Edit | Allows access to modify the Payroll Information tab on the Client Templates screen. | No |
General Setup Menu Client Templates Payroll Taxes tab | Allows full access to the Payroll Taxes tab on the Client Templates screen. | No |
General Setup Menu Client Templates Payroll Taxes tab View | Allows access to only view the Payroll Taxes tab on the Client Templates screen. | No |
General Setup Menu Client Templates Payroll Taxes tab Edit | Allows access to modify the Payroll Taxes tab on the Client Templates screen. | No |
General Setup Menu Client Templates Billing tab | Allows full access to the Billing tab on the Client Templates screen. | No |
General Setup Menu Client Templates Billing tab View | Allows access to only view the Billing tab on the Client Templates screen. | No |
General Setup Menu Client Templates Billing tab Edit | Allows access to modify the Billing tab on the Client Templates screen. | No |
General Setup Menu Client Templates Impound tab | Allows full access to the Impound tab on the Client Templates screen. | No |
General Setup Menu Client Templates Impound tab View | Allows access to only view the Impound tab on the Client Templates screen. | No |
General Setup Menu Client Templates Impound tab Edit | Allows access to modify the Impound tab on the Client Templates screen. | No |
General Setup Menu Client Templates Workers' Compensation tab | Allows full access to the Workers' Compensation tab on the Client Templates screen. | No |
General Setup Menu Client Templates Workers' Compensation tab View | Allows access to only view the Workers' Compensation tab on the Client Templates screen. | No |
General Setup Menu Client Templates Workers' Compensation tab Edit | Allows access to modify the Workers' Compensation tab on the Client Templates screen. | No |
General Setup Menu Client Templates Integration tab | Allows full access to the Integration tab on the Client Templates screen. | Yes |
General Setup Menu Client Templates Integration tab View | Allows access to only view the Integration tab on the Client Templates screen. | Yes |
General Setup Menu Client Templates Integration tab Edit | Allows access to modify the Integration tab on the Client Templates screen. | Yes |
General Setup Menu Client Templates Custom Fields tab | Allows full access to the Custom Fields tab on the Client Templates screen. | Yes |
General Setup Menu Client Templates Custom Fields tab View | Allows access to only view the Custom Fields tab on the Client Templates screen. | Yes |
General Setup Menu Client Templates Custom Fields tab Edit | Allows access to modify the Custom Fields tab on the Client Templates screen. | Yes |
This article applies to:
- PRODUCT: Accounting CS
- Subject: Clients,Setup