Security settings available on the Payroll > Setup > Firm Information 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
Payroll 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.
Security option
Program area
Available for Workpapers CS?
Payroll
Setup Menu
Enables the payroll options in the Setup menu on the menu bar.
No
Payroll
Setup Menu
Firm Information
Enables payroll options in the Firm Information menu within the Setup menu.
No
Payroll
Setup Menu
Firm Information
Firm
Allows full access to the Firm screen.
No
Payroll
Setup Menu
Firm Information
Firm
Payroll Automation tab
Allows full access to the Payroll Automation tab on the Firm screen.
No
Payroll
Setup Menu
Firm Information
Firm
Payroll Automation tab
View
Allows access to only view the Payroll Automation tab on the Firm screen.
No
Payroll
Setup Menu
Firm Information
Firm
Payroll Automation tab
Edit
Allows access to modify the Payroll Automation tab on the Firm screen.
No
Payroll
Setup Menu
Firm Information
Banks
Allows full access to the Banks screen.
No
Payroll
Setup Menu
Firm Information
Banks
View
Allows access to only view the Banks screen.
No
Payroll
Setup Menu
Firm Information
Banks
Add
Allows access to add new items to the Banks screen.
No
Payroll
Setup Menu
Firm Information
Banks
Edit
Allows access to modify existing items on the Banks screen.
No
Payroll
Setup Menu
Firm Information
Banks
Delete
Allows access to remove existing items from the Banks screen.
No
Payroll
Setup Menu
Firm Information
Impound Bank Accounts
Allows full access to the Impound Bank Accounts screen.
No
Payroll
Setup Menu
Firm Information
Impound Bank Accounts
Main tab
Allows full access to the Main tab on the Impound Bank Accounts screen.
No
Payroll
Setup Menu
Firm Information
Impound Bank Accounts
Main tab
View
Allows access to only view the Main tab on the Impound Bank Accounts screen.
No
Payroll
Setup Menu
Firm Information
Impound Bank Accounts
Main tab
Add
Allows access to add new items to the Impound Bank Accounts screen.
No
Payroll
Setup Menu
Firm Information
Impound Bank Accounts
Main tab
Edit
Allows access to modify existing items on the Impound Bank Accounts screen.
No
Payroll
Setup Menu
Firm Information
Impound Bank Accounts
Main tab
Delete
Allows access to remove existing items from the Impound Bank Accounts screen.
No
Payroll
Setup Menu
Firm Information
Impound Bank Accounts
Layouts tab
Allows full access to the Layouts tab on the Impound Bank Accounts screen.
No
Payroll
Setup Menu
Firm Information
Impound Bank Accounts
Layouts tab
View
Allows access to only view the Layouts tab on the Impound Bank Accounts screen.
No
Payroll
Setup Menu
Firm Information
Impound Bank Accounts
Layouts tab
Edit
Allows access to modify the Layouts tab on the Impound Bank Accounts screen.
No
Payroll
Setup Menu
Firm Information
Impound Bank Accounts
Layouts tab
MICR Format
Allows full access to the MICR section on the Layouts tab on the Impound Bank Accounts screen.
No
Payroll
Setup Menu
Firm Information
Impound Bank Accounts
Direct Deposit tab
Allows full access to the Direct Deposit tab on the Impound Bank Accounts screen.
No
Payroll
Setup Menu
Firm Information
Impound Bank Accounts
Direct Deposit tab
View
Allows access to only view the Direct Deposit tab on the Impound Bank Accounts screen.
No
Payroll
Setup Menu
Firm Information
Impound Bank Accounts
Direct Deposit tab
Edit
Allows access to modify the Direct Deposit tab on the Impound Bank Accounts screen.
No
Payroll
Setup Menu
Firm Information
Tax Agents
Allows full access to the Tax Agents screen.
No
Payroll
Setup Menu
Firm Information
Tax Agents
Main tab
Allows full access to the Main tab on the Tax Agents screen.
No
Payroll
Setup Menu
Firm Information
Tax Agents
Main tab
View
Allows access to only view the Main tab on the Tax Agents screen.
No
Payroll
Setup Menu
Firm Information
Tax Agents
Main tab
Add
Allows access to add new items to the Tax Agents screen.
No
Payroll
Setup Menu
Firm Information
Tax Agents
Main tab
Edit
Allows access to modify existing items on the Tax Agents screen.
No
Payroll
Setup Menu
Firm Information
Tax Agents
Main tab
Delete
Allows access to remove existing items from the Tax Agents screen.
No
Payroll
Setup Menu
Firm Information
Tax Agents
Direct Deposit tab
Allows full access to the Direct Deposit tab on the Tax Agents screen.
No
Payroll
Setup Menu
Firm Information
Tax Agents
Direct Deposit tab
View
Allows access to only view the Direct Deposit tab on the Tax Agents screen.
No
Payroll
Setup Menu
Firm Information
Tax Agents
Direct Deposit tab
Edit
Allows access to modify the Direct Deposit tab on the Tax Agents screen.
No
Payroll
Setup Menu
Firm Information
Workers' Compensation Codes
Allows full access to the Workers' Compensation Codes screen.
No
Payroll
Setup Menu
Firm Information
Workers' Compensation Codes
View
Allows access to only view the Workers' Compensation Codes screen.
No
Payroll
Setup Menu
Firm Information
Workers' Compensation Codes
Add
Allows access to add new items to the Workers' Compensation Codes screen.
No
Payroll
Setup Menu
Firm Information
Workers' Compensation Codes
Edit
Allows access to modify existing items on the Workers' Compensation Codes screen.
No
Payroll
Setup Menu
Firm Information
Workers' Compensation Codes
Delete
Allows access to remove items from the Workers' Compensation Codes screen.
No
Payroll
Setup Menu
Firm Information
Billing Items
Allows full access to the Billing Items screen.
No
Payroll
Setup Menu
Firm Information
Billing Items
View
Allows access to only view the Billing Items screen.
No
Payroll
Setup Menu
Firm Information
Billing Items
Add
Allows access to add new items to the Billing Items screen.
No
Payroll
Setup Menu
Firm Information
Billing Items
Edit
Allows access to modify existing items on the Billing Items screen.
No
Payroll
Setup Menu
Firm Information
Billing Items
Delete
Allows access to remove items from the Billing Items screen.
No
Payroll
Setup Menu
Firm Information
Sales Taxes
Allows full access to the Sales Taxes screen.
No
Payroll
Setup Menu
Firm Information
Sales Taxes
View
Allows access to only view the Sales Taxes screen.
No
Payroll
Setup Menu
Firm Information
Sales Taxes
Add
Allows access to add new items to the Sales Taxes screen.
No
Payroll
Setup Menu
Firm Information
Sales Taxes
Edit
Allows access to modify items on the Sales Taxes screen.
No
Payroll
Setup Menu
Firm Information
Sales Taxes
Delete
Allows access to remove existing items from the Sales Taxes screen.
No