This article applies to:

Product: Accounting CS
Subject: Clients,Setup

Security settings available on the Payroll > Setup > Firm Information 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
Firm Information

.

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	Enables the payroll options in the Setup menu on the menu bar.	No
Payroll Setup Menu Firm Information	Enables payroll options in the Firm Information menu within the Setup menu.	No
Payroll Setup Menu Firm Information Firm	Allows full access to the Firm screen.	No
Payroll Setup Menu Firm Information Firm Payroll Automation tab	Allows full access to the Payroll Automation tab on the Firm screen.	No
Payroll Setup Menu Firm Information Firm Payroll Automation tab View	Allows access to only view the Payroll Automation tab on the Firm screen.	No
Payroll Setup Menu Firm Information Firm Payroll Automation tab Edit	Allows access to modify the Payroll Automation tab on the Firm screen.	No
Payroll Setup Menu Firm Information Banks	Allows full access to the Banks screen.	No
Payroll Setup Menu Firm Information Banks View	Allows access to only view the Banks screen.	No
Payroll Setup Menu Firm Information Banks Add	Allows access to add new items to the Banks screen.	No
Payroll Setup Menu Firm Information Banks Edit	Allows access to modify existing items on the Banks screen.	No
Payroll Setup Menu Firm Information Banks Delete	Allows access to remove existing items from the Banks screen.	No
Payroll Setup Menu Firm Information Impound Bank Accounts	Allows full access to the Impound Bank Accounts screen.	No
Payroll Setup Menu Firm Information Impound Bank Accounts Main tab	Allows full access to the Main tab on the Impound Bank Accounts screen.	No
Payroll Setup Menu Firm Information Impound Bank Accounts Main tab View	Allows access to only view the Main tab on the Impound Bank Accounts screen.	No
Payroll Setup Menu Firm Information Impound Bank Accounts Main tab Add	Allows access to add new items to the Impound Bank Accounts screen.	No
Payroll Setup Menu Firm Information Impound Bank Accounts Main tab Edit	Allows access to modify existing items on the Impound Bank Accounts screen.	No
Payroll Setup Menu Firm Information Impound Bank Accounts Main tab Delete	Allows access to remove existing items from the Impound Bank Accounts screen.	No
Payroll Setup Menu Firm Information Impound Bank Accounts Layouts tab	Allows full access to the Layouts tab on the Impound Bank Accounts screen.	No
Payroll Setup Menu Firm Information Impound Bank Accounts Layouts tab View	Allows access to only view the Layouts tab on the Impound Bank Accounts screen.	No
Payroll Setup Menu Firm Information Impound Bank Accounts Layouts tab Edit	Allows access to modify the Layouts tab on the Impound Bank Accounts screen.	No
Payroll Setup Menu Firm Information Impound Bank Accounts Layouts tab MICR Format	Allows full access to the MICR section on the Layouts tab on the Impound Bank Accounts screen.	No
Payroll Setup Menu Firm Information Impound Bank Accounts Direct Deposit tab	Allows full access to the Direct Deposit tab on the Impound Bank Accounts screen.	No
Payroll Setup Menu Firm Information Impound Bank Accounts Direct Deposit tab View	Allows access to only view the Direct Deposit tab on the Impound Bank Accounts screen.	No
Payroll Setup Menu Firm Information Impound Bank Accounts Direct Deposit tab Edit	Allows access to modify the Direct Deposit tab on the Impound Bank Accounts screen.	No
Payroll Setup Menu Firm Information Tax Agents	Allows full access to the Tax Agents screen.	No
Payroll Setup Menu Firm Information Tax Agents Main tab	Allows full access to the Main tab on the Tax Agents screen.	No
Payroll Setup Menu Firm Information Tax Agents Main tab View	Allows access to only view the Main tab on the Tax Agents screen.	No
Payroll Setup Menu Firm Information Tax Agents Main tab Add	Allows access to add new items to the Tax Agents screen.	No
Payroll Setup Menu Firm Information Tax Agents Main tab Edit	Allows access to modify existing items on the Tax Agents screen.	No
Payroll Setup Menu Firm Information Tax Agents Main tab Delete	Allows access to remove existing items from the Tax Agents screen.	No
Payroll Setup Menu Firm Information Tax Agents Direct Deposit tab	Allows full access to the Direct Deposit tab on the Tax Agents screen.	No
Payroll Setup Menu Firm Information Tax Agents Direct Deposit tab View	Allows access to only view the Direct Deposit tab on the Tax Agents screen.	No
Payroll Setup Menu Firm Information Tax Agents Direct Deposit tab Edit	Allows access to modify the Direct Deposit tab on the Tax Agents screen.	No
Payroll Setup Menu Firm Information Workers' Compensation Codes	Allows full access to the Workers' Compensation Codes screen.	No
Payroll Setup Menu Firm Information Workers' Compensation Codes View	Allows access to only view the Workers' Compensation Codes screen.	No
Payroll Setup Menu Firm Information Workers' Compensation Codes Add	Allows access to add new items to the Workers' Compensation Codes screen.	No
Payroll Setup Menu Firm Information Workers' Compensation Codes Edit	Allows access to modify existing items on the Workers' Compensation Codes screen.	No
Payroll Setup Menu Firm Information Workers' Compensation Codes Delete	Allows access to remove items from the Workers' Compensation Codes screen.	No
Payroll Setup Menu Firm Information Billing Items	Allows full access to the Billing Items screen.	No
Payroll Setup Menu Firm Information Billing Items View	Allows access to only view the Billing Items screen.	No
Payroll Setup Menu Firm Information Billing Items Add	Allows access to add new items to the Billing Items screen.	No
Payroll Setup Menu Firm Information Billing Items Edit	Allows access to modify existing items on the Billing Items screen.	No
Payroll Setup Menu Firm Information Billing Items Delete	Allows access to remove items from the Billing Items screen.	No
Payroll Setup Menu Firm Information Sales Taxes	Allows full access to the Sales Taxes screen.	No
Payroll Setup Menu Firm Information Sales Taxes View	Allows access to only view the Sales Taxes screen.	No
Payroll Setup Menu Firm Information Sales Taxes Add	Allows access to add new items to the Sales Taxes screen.	No
Payroll Setup Menu Firm Information Sales Taxes Edit	Allows access to modify items on the Sales Taxes screen.	No
Payroll Setup Menu Firm Information Sales Taxes Delete	Allows access to remove existing items from the Sales Taxes screen.	No

Justly Prudent achieves 5 times the ROI with CoCounsel

AI that delivers

Speed meets confidence

Streamlined matter management

Compliance without complexity

CoCounsel Legal

CoCounsel Tax

Global Classification AI

CLEAR Investigate

Tax Quickfinder

Small firms

CoCounsel Legal

Contact sales

CoCounsel Tax

Contact sales

ProView

Chosen by changemakers

Legal enhancements

This article applies to:

Security settings available on the Payroll > Setup > Firm Information tab of the Security Groups screen