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Security settings available on the General > Setup > File Locations 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
File Locations 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 File Locations | Allows full access to the File Locations dialog. | Yes |
General Setup Menu File Locations CS Professional Suite tab | Allows full access to the CS Professional Suite tab on the File Locations dialog. | Yes |
General Setup Menu File Locations CS Professional Suite tab View | Allows access to only view the CS Professional Suite tab on the File Locations dialog. | Yes |
General Setup Menu File Locations CS Professional Suite tab Edit | Allows access to modify the CS Professional Suite tab on the File Locations dialog. | Yes |
General Setup Menu File Locations File Creation tab | Allows full access to the File Creation tab on the File Locations dialog. | No |
General Setup Menu File Locations File Creation tab View | Allows access to only view the File Creation tab on the File Locations dialog. | No |
General Setup Menu File Locations File Creation tab Edit | Allows access to modify the File Creation tab on the File Locations dialog. | No |
General Setup Menu File Locations Import Data tab | Allows full access to the Import Data tab on the File Locations dialog. | Yes |
General Setup Menu File Locations Import Data tab View | Allows access to only view the Import Data tab on the File Locations dialog. | Yes |
General Setup Menu File Locations Import Data tab Edit | Allows access to modify the Import Data tab on the File Locations dialog. | Yes |
General Setup Menu File Locations Export Data tab | Allows full access to the Export Data tab on the File Locations dialog. | No |
General Setup Menu File Locations Export Data tab View | Allows access to only view the Export Data tab on the File Locations dialog. | No |
General Setup Menu File Locations Export Data tab Edit | Allows access to modify the Export Data tab on the File Locations dialog. | No |
This article applies to:
- PRODUCT: Accounting CS
- Subject: Clients,Setup