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Security settings available on the General > Setup > Custom Fields tab of the Security Groups screen
- 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.
- 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 Custom Fields | Displays all options in the Setup > Custom Fields menu. | Yes |
General Setup Menu Custom Fields Firm | Allows full access to the Firm Custom Fields screen. | Yes |
General Setup Menu Custom Fields Firm View | Allows access to only view the Firm Custom Fields screen. | Yes |
General Setup Menu Custom Fields Firm Add | Allows access to add new items to the Firm Custom Fields screen. | Yes |
General Setup Menu Custom Fields Firm Edit | Allows access to modify existing items on the Firm Custom Fields screen. | Yes |
General Setup Menu Custom Fields Firm Delete | Allows access to delete existing items on the Firm Custom Fields screen. | Yes |
General Setup Menu Custom Fields Staff | Allows full access to the Staff Custom Fields screen. | Yes |
General Setup Menu Custom Fields Staff View | Allows access to only view the Staff Custom Fields screen. | Yes |
General Setup Menu Custom Fields Staff Add | Allows access to add new items to the Staff Custom Fields screen. | Yes |
General Setup Menu Custom Fields Staff Edit | Allows access to modify existing items to the Staff Custom Fields screen. | Yes |
General Setup Menu Custom Fields Staff Delete | Allows access to delete existing items from the Staff Custom Fields screen. | Yes |
General Setup Menu Custom Fields Clients | Allows full access to the Client Custom Fields screen. | Yes |
General Setup Menu Custom Fields Clients View | Allows access to only view the Client Custom Fields screen. | Yes |
General Setup Menu Custom Fields Clients Add | Allows access to add new items to the Client Custom Fields screen. | Yes |
General Setup Menu Custom Fields Clients Edit | Allows access to modify existing items on the Client Custom Fields screen. | Yes |
General Setup Menu Custom Fields Clients Delete | Allows access to delete existing items on the Client Custom Fields screen. | Yes |
This article applies to:
- PRODUCT: Workpapers CS
- Subject: Clients,Setup