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Security settings available on the General tab then File menu 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
File menu
- 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 |
General File Menu | Enables the options in the File menu on the menu bar. | Yes |
General File Menu Import | Displays all of the options in the File Import menu. | Yes |
General File Menu Import CS Professional Suite Accounting Products Conversion | Allows access to the CS Professional Suite Accounting Products Conversion wizard. | Yes |
General File Menu Import Spreadsheet | Allows full access to the Spreadsheet Import wizard for all data types. | Yes |
General File Menu Import Spreadsheet Chart of Accounts | Allows spreadsheet imports for the Chart of Accounts data type. | Yes |
General File Menu Import Spreadsheet Customers | Allows spreadsheet imports for the Customers data type. | No |
General File Menu Import Spreadsheet Employees | Allows spreadsheet imports for the Employees data type. | No |
General File Menu Import Spreadsheet Invoice Items | Allows spreadsheet imports for the Invoice Items data type. | No |
General File Menu Import Spreadsheet Transactions | Allows spreadsheet imports for the Transactions data type. | Yes |
General File Menu Import Spreadsheet Account Balances from QuickBooks | Allows spreadsheet imports for the Account Balances from QuickBooks data type. | Yes |
General File Menu Import Spreadsheet Vendors | Allows spreadsheet imports for the Vendors data type. | No |
General File Menu Import Spreadsheet Accounts Payable Transactions | Allows spreadsheet imports for the Accounts Payable Transactions data type. | No |
General File Menu Import Spreadsheet Accounts Receivable Transactions | Allows spreadsheet imports for the Accounts Receivable Transactions data type. | No |
General File Menu Import Spreadsheet 1095-C | Allows spreadsheet imports for the 1095-C data type. | No |
General File Menu Import Client Data | Allows access to the import client data wizard. | Yes |
General File Menu Import QuickBooks Online | Allows access to import information from QuickBooks Online. | No |
General File Menu Import General Conversion | Allows access to the General Conversion wizard. | Yes |
General File Menu Import Populate Clients from UltraTax CS | Allows access to the Populate Clients from UltraTax CS wizard. | Yes |
General File Menu Import ProSystem Fx | Allows access to the ProSystem Fx conversion wizard. | Yes |
General File Menu Export | Displays all options in the File Export menu. | Yes |
General File Menu Export Transactions | Allows access to the export transactions wizard. | No |
General File Menu Export Client Data | Allows access to the export client data wizard. | Yes |
General File Menu Export 1095-C Data | Allows access to the export 1095-C data wizard. | No |
General File Menu Transfer Client Information | Allows access to the Transfer Client Information Utility. | Yes |
General File Menu Print Reports | Allows access to the Print Reports screen. | Yes |
General File Menu Report Designer | Allows access to the Report Designer. | Yes |
General File Menu Layout Designer | Allows access to the Layout Designer. | No |
General File Menu Backup | Allows access to create backups of your database. | Yes |
General File Menu Client Data Management Utility | Allows access to the Client Data Management Utility screen. | Yes |
General File Menu CS Connect | Allows access to the CS Connect window (to retrieve updates and license files). | Yes |
This article applies to:
- PRODUCT: Accounting CS
- Subject: Clients,Setup