Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Set up your firm and staff

Security settings available on the General > Setup > Transaction Templates 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
Transaction Templates 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.
  • The
    Reports
     tab on the
    Security Groups
     screen 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 the
    Staff Access
     tab on the
    Clients
     screen.
  • 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
Transaction Templates
Allows full access to the Transaction Templates screen.
Yes
General
Setup Menu
Transaction Templates
View
Allows access to only view the Transaction Templates screen.
Yes
General
Setup Menu
Transaction Templates
Add
Allows access to add new items to the Transaction Templates screen.
Yes
General
Setup Menu
Transaction Templates
Edit
Allows access to modify existing items on the Transaction Templates screen.
Yes
General
Setup Menu
Transaction Templates
Delete
Allows access to delete existing items on the Transaction Templates screen.
Yes

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Clients,Setup

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close