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Security settings available on the General > Setup > Firm Information menu 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
Firm Information
- 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 | Enables all options in the Setup menu on the menu bar. | Yes |
General Setup Menu Firm Information | Enables all options in the Firm Information menu within the Setup menu. | Yes |
General Setup Menu Firm Information Firm | Allows full access to the Firm screen. | Yes |
General Setup Menu Firm Information Firm Main tab | Allows full access to the Main tab on the Firm screen. | Yes |
General Setup Menu Firm Information Firm Main tab View | Allows access to only view the Main tab on the Firm screen. | Yes |
General Setup Menu Firm Information Firm Main tab Edit | Allows access to edit the Main tab on the Firm screen. | Yes |
General Setup Menu Firm Information Firm Preferences tab | Allows full access to the Preferences tab on the Firm screen. | Yes |
General Setup Menu Firm Information Firm Preferences tab View | Allows access to only view the Preferences tab on the Firm screen. | Yes |
General Setup Menu Firm Information Firm Preferences tab Edit | Allows access to edit the Preferences tab on the Firm screen. | Yes |
General Setup Menu Firm Information Firm Payroll Alerts tab | Allows full access to the Payroll Alerts tab on the Firm screen. | No |
General Setup Menu Firm Information Firm Payroll Alerts tab View | Allows access to only view the Payroll Alerts tab on the Firm screen. | No |
General Setup Menu Firm Information Firm Payroll Alerts tab Edit | Allows access to edit the Payroll Alerts tab on the Firm screen. | No |
General Setup Menu Firm Information Firm Payroll Automation tab | Allows full access to the Payroll Automation tab on the Firm screen. | No |
General Setup Menu Firm Information Firm Payroll Automation tab View | Allows access to only view the Payroll Automation tab on the Firm screen. | No |
General Setup Menu Firm Information Firm Payroll Automation tab Edit | Allows access to edit the Payroll Automation tab on the Firm screen. | No |
General Setup Menu Firm Information Firm Events tab | Allows full access to the Events tab on the Firm screen. | Yes |
General Setup Menu Firm Information Firm Custom Fields tab | Allows full access to the Custom Fields tab on the Firm screen. | Yes |
General Setup Menu Firm Information Firm Custom Fields tab View | Allows access to only view the Custom Fields tab on the Firm screen. | Yes |
General Setup Menu Firm Information Firm Custom Fields tab Edit | Allows access to edit the Custom Fields tab on the Firm screen. | Yes |
General Setup Menu Firm Information Security Groups | Allows full access to the Security Groups screen. | Yes |
General Setup Menu Firm Information Security Groups View | Allows access to only view the Security Groups screen. | Yes |
General Setup Menu Firm Information Security Groups Add | Allows access to add a new security group on the Security Groups screen. | Yes |
General Setup Menu Firm Information Security Groups Edit | Allows access to edit existing security groups on the Security Groups screen. | Yes |
General Setup Menu Firm Information Security Groups Delete | Allows access to delete existing security groups on the Security Groups screen. | Yes |
General Setup Menu Firm Information Security Groups General tab | Allows full access to the General tab on the Security Groups screen. | Yes |
General Setup Menu Firm Information Security Groups Payroll tab | Allows full access to the Payroll tab on the Security Groups screen. | No |
General Setup Menu Firm Information Security Groups Accounting tab | Allows full access to the Accounting tab on the Security Groups screen. | Yes |
General Setup Menu Firm Information Security Groups Accounts Payable tab | Allows full access to the Accounts Payable tab on the Security Groups screen. | No |
General Setup Menu Firm Information Security Groups Accounts Receivable tab | Allows full access to the Accounts Receivable tab on the Security Groups screen. | No |
General Setup Menu Firm Information Security Groups Workpapers tab | Allows full access to the Workpapers tab on the Security Groups screen. | Yes |
General Setup Menu Firm Information Security Groups Reports tab | Allows full access to the Reports tab on the Security Groups screen. | Yes |
General Setup Menu Firm Information Staff | Allows full access to the Firm screen. | Yes |
General Setup Menu Firm Information Staff Main tab | Allows full access to the Main tab on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Main tab View | Allows access to view the Main tab on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Main tab Add | Allows access to add new staff members on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Main tab Edit | Allows access to edit existing staff members on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Main tab Delete | Allows access to delete existing staff members on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Security tab | Allows full access to the Security tab on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Security tab View | Allows access to only view the Security tab on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Security tab Edit | Allows access to modify the Security tab on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Security tab General tab | Allows access to view the General tab on the Security tab on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Security tab Payroll tab | Allows access to view the Payroll tab on the Security tab on the Staff screen. | No |
General Setup Menu Firm Information Staff Security tab Accounting tab | Allows access to the view the Accounting tab on the Security tab on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Security tab Accounts Payable tab | Allows access to view the Accounts Payable tab on the Security tab on the Staff screen. | No |
General Setup Menu Firm Information Staff Security tab Accounts Receivable tab | Allows access to view the Accounts Receivable tab on on the Security tab on the Staff screen. | No |
General Setup Menu Firm Information Staff Security tab Workpapers tab | Allows access to view the Workpapers tab on the Security tab on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Security tab Reports tab | Allows access to view the Reports tab on the Security tab on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Custom Fields tab | Allows full access to the Custom Fields tab on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Custom fields tab View | Allows access to only view the Custom Fields tab on the Staff screen. | Yes |
General Setup Menu Firm Information Staff Custom Fields tab Edit | Allows access to modify the Custom Fields tab on the Staff screen. | Yes |
General Setup Menu Firm Information Firm Report Profiles | Allows full access to the Firm Report Profiles screen. | Yes |
General Setup Menu Firm Information Firm Report Profiles View | Allows access to only view the Firm Report Profiles screen. | Yes |
General Setup Menu Firm Information Firm Report Profiles Add | Allows access to add new profiles to the Firm Report Profiles screen. | Yes |
General Setup Menu Firm Information Firm Report Profiles Edit | Allows access to modify existing Firm Report Profiles. | Yes |
General Setup Menu Firm Information Firm Report Profiles Delete | Allows access to delete existing Firm Report Profiles. | Yes |
This article applies to:
- PRODUCT: Workpapers CS
- Subject: Clients,Setup