Setup firm administration

Assigning staff to security groups

If your firm uses the security features in DT Practice, you can assign staff to custom security groups to set permissions for various DT Practice features.
If your firm enables security in DT Practice, you must assign each staff member to at least one security group. Staff who are not assigned to a security group will not be able to log in to DT Practice.
  1. From the
    Setup
     menu, choose
    Staff
    .
  2. Go to the Security tab.
    note
    This tab is available only if the
    Enable Firm Security
     checkbox is marked on the Preferences tab of the Firm setup screen.
  3. To select a staff member, select the staff ID in the Staff list or enter it in the
    Search
     field.
  4. Select the
    Edit
     button.
  5. In the
    Member of groups
     list, mark the checkbox for a security group to assign all the security privileges for that group to the selected staff member.
    note
    • The
      Member of groups
       list contains all security groups currently set up in the application. Security groups are created in the
      Security Groups
       dialog (Setup > Security Groups). If no security groups are selected in the Staff Security tab, the staff member will not be able to log in to the application.
    • When you select a security group, privileges for that group will appear in the
      Privileges
       tree.
    • Staff members can belong to multiple security groups. If there is a security conflict between groups (that is, if one group has the privilege and the other does not), the staff member will be granted the privilege.
    • If you have security permission, you can add, edit, or delete security groups by right-clicking the list and selecting from the context menu.
  6. To reset the staff member’s password, select the
    Reset Password
     button (or press Alt+R). Selecting this button clears the user’s password, and enables the user to enter a new password when next opening DT Practice.

This article applies to:

  • Product: DT Practice