Security settings available on the Payroll > Setup > Vendors 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
Vendors 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 Vendors	Allows full access to the Vendors screen.	No
Payroll Setup Menu Vendors Main tab	Allows full access to the Main tab on the Vendors screen.	No
Payroll Setup Menu Vendors Main tab View	Allows access to only view the Main tab on the Vendors screen.	No
Payroll Setup Menu Vendors Main tab Add	Allows access to add new items to the Vendors screen.	No
Payroll Setup Menu Vendors Main tab Edit	Allows access to modify the Main tab on the Vendors screen.	No
Payroll Setup Menu Vendors Main tab Delete	Allows access to remove items from the Vendors screen.	No
Payroll Setup Menu Vendors Agent tab	Allows full access to the Agent tab on the Vendors screen.	No
Payroll Setup Menu Vendors Agent tab View	Allows access to only view the Agent tab on the Vendors screen.	No
Payroll Setup Menu Vendors Agent tab Edit	Allows access to modify the Agent tab on the Vendors screen.	No
Payroll Setup Menu Vendors 1099 Properties tab	Allows full access to the 1099 Properties tab on the Vendors screen.	No
Payroll Setup Menu Vendors 1099 Properties tab View	Allows access to only view the 1099 Properties tab on the Vendors screen.	No
Payroll Setup Menu Vendors 1099 Properties tab Edit	Allows access to modify the 1099 Properties tab on the Vendors screen.	No
Payroll Setup Menu Vendors Distributions tab	Allows full access to the Distributions tab on the Vendors screen.	No
Payroll Setup Menu Vendors Distributions tab View	Allows access to only view the Distributions tab on the Vendors screen.	No
Payroll Setup Menu Vendors Distributions tab Edit	Allows access to modify the Distributions tab on the Vendors screen.	No
Payroll Setup Menu Vendors Direct Deposit tab	Allows full access to the Direct Deposit tab on the Vendors screen.	No
Payroll Setup Menu Vendors Direct Deposit tab View	Allows access to only view the Direct Deposit tab on the Vendors screen.	No
Payroll Setup Menu Vendors Direct Deposit tab Edit	Allows access to modify the Direct Deposit tab on the Vendors screen.	No
Payroll Setup Menu Vendors Register tab	Allows full access to the Register tab on the Vendors screen.	No
Payroll Setup Menu Vendors Custom Fields tab	Allows full access to the Custom Fields tab on the Vendors screen.	No
Payroll Setup Menu Vendors Custom Fields tab View	Allows access to only view the Custom Fields tab on the Vendors screen.	No
Payroll Setup Menu Vendors Custom Fields tab Edit	Allows access to modify the Custom Fields tab on the Vendors screen.	No

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Product: Accounting CS
Subject: Clients,Setup

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

This article applies to: