Security settings available on the Payroll > Setup > Bank Accounts 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
Payroll tab
Setup
Bank Accounts 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 aren't 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?
Payroll Setup Menu Bank Accounts	Allows full access to the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Main tab	Allows full access to the Main tab on the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Main tab View	Allows access to only view the Main tab on the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Main tab Add	Allows access to add new items to the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Main tab Edit	Allows access to modify existing items on the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Main tab Delete	Allows access to delete existing items from the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Layouts tab	Allows full access to the Layouts tab on the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Layouts tab View	Allows access to only view the Layouts tab on the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Layouts tab Edit	Allows access to modify the Layouts tab on the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Layouts tab MICR Format	Allows access to the MICR Format section of the Layouts tab on the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Direct Deposit tab	Allows full access to the Direct Deposit tab on the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Direct Deposit tab View	Allows access to only view the Direct Deposit tab on the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Direct Deposit tab Edit	Allows access to modify the Direct Deposit tab on the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Client Direct Deposit tab	Allows full access to the Client Direct Deposit tab on the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Client Direct Deposit tab View	Allows access to only view the Client Direct Deposit tab on the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Client Direct Deposit tab Edit	Allows access to modify the Client Direct Deposit tab on the Bank Accounts screen.	No
Payroll Setup Menu Bank Accounts Events tab	Allows full access to the Events tab on the Bank Accounts screen.	No

This article applies to:

PRODUCT: Accounting CS
Subject: Clients,Setup

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Security settings available on the Payroll > Setup > Bank Accounts tab of the Security Groups screen

This article applies to: