Security settings available on the General > File menu of the Security Groups screen
The following table lists all of the security settings available in the application at .
- 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 | Allows access to all options below it in the hierarchy on this tab. | Yes |
Enables the options in the File menu on the menu bar. | Yes | |
Yes | ||
Allows access to the CS Professional Suite Accounting Products Conversion wizard. | Yes | |
Allows full access to the Spreadsheet Import wizard for all data types. | Yes | |
Allows spreadsheet imports for the Chart of Accounts data type. | Yes | |
Allows spreadsheet imports for the Customers data type. | No | |
Allows spreadsheet imports for the Employees data type. | No | |
Allows spreadsheet imports for the Invoice Items data type. | No | |
Allows spreadsheet imports for the Transactions data type. | Yes | |
Allows spreadsheet imports for the Account Balances from QuickBooks data type. | Yes | |
Allows spreadsheet imports for the Vendors data type. | No | |
Allows spreadsheet imports for the Accounts Payable Transactions data type. | No | |
Allows spreadsheet imports for the Accounts Receivable Transactions data type. | No | |
Allows spreadsheet imports for the 1095-C data type. | No | |
Allows access to the import client data wizard. | Yes | |
Allows access to import information from QuickBooks Online. | No | |
Allows access to the General Conversion wizard. | Yes | |
Allows access to the Populate Clients from UltraTax CS wizard. | Yes | |
Allows access to the ProSystem Fx conversion wizard. | Yes | |
Yes | ||
Allows access to the export transactions wizard. | No | |
Allows access to the export client data wizard. | Yes | |
Allows access to the export 1095-C data wizard. | No | |
Allows access to the Transfer Client Information Utility. | Yes | |
Allows access to the Print Reports screen. | Yes | |
Allows access to the Report Designer. | Yes | |
Allows access to the Layout Designer. | No | |
Allows access to create backups of your database. | Yes | |
Allows access to the Client Data Management Utility screen. | Yes | |
Allows access to the CS Connect window (to retrieve updates and license files). | Yes |
