Security settings available on the Workpapers tab 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 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.
- 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? |
|---|---|---|
Workpapers | Allows access to all options below it in the hierarchy on this tab. | Yes |
Displays and allows full access to the Workpapers related items in the View menu. | Yes | |
Allows full access to all functions on the Workpapers Dashboard. | Yes | |
Allows access to only view the Workpapers Dashboard. | Yes | |
Allows full access to all actions inside of the Engagement Binders on the Workpapers Dashboard. | Yes | |
Allows full access to all actions pertaining to documents inside of the Engagement Binders on the Workpapers Dashboard. | Yes | |
Allows access to add new documents to the Engagement Binders on the Workpapers Dashboard. This also allows you to edit documents. | Yes | |
Allows access to remove existing documents from the Engagement Binder on the Workpapers Dashboard. | Yes | |
Allows access to change the status of a document from "Checked Out" to "Available" by discarding the checkout. This returns the document to the binder without saving any changes. | Yes | |
Allows access to disconnect workpapers from the Engagement Binder on the Workpapers Dashboard. | Yes | |
Allows access to change the status of a document from "Available" to "Protected" so that documents can only be opened in view mode. | Yes | |
Allows access to change the status of a document from "Protected" to "Available" so that documents can be edited when opened. | Yes | |
Allows full access to all signoff actions. | Yes | |
Allows access to add a signoff to a document. | Yes | |
Allows access to modify the date of your signoff on a document. | Yes | |
Allows access to delete your signoff on a document. | Yes | |
Allows full access to the Workpaper Properties. | Yes | |
Allows access to modify the Workpaper Properties. | Yes | |
Allows full access to all functions pertaining to folders in the Engagement Binder on the Workpapers Dashboard. | Yes | |
Allows access to add new folders to the Engagement Binder on the Workpapers Dashboard. | Yes | |
Allows access to modify the properties of a folder in an Engagement Binder on the Workpapers Dashboard. | Yes | |
Allows access to remove folders in the Engagement Binder on the Workpapers Dashboard. | Yes | |
In a Tax Return Engagement Binder for a 1040 client, allows access to transmit and retrieve source documents to and from Source Document Processing. | Yes | |
Allows access to permanently remove documents from the Engagement Binder by emptying the recycle bin. | Yes | |
Allows full access to all actions pertaining to notes in the Engagement Binder on the Workpapers Dashboard. | Yes | |
Allows access to add new notes to the Engagement Binder on the Workpapers Dashboard. | Yes | |
Allows access to modify existing notes in the Engagement Binder on the Workpapers Dashboard. | Yes | |
Allows access to change the priority of a note in the Engagement Binder on the Workpapers Dashboard. | Yes | |
Allows access to change the status of a note in the Engagement Binder on the Workpapers Dashboard. | Yes | |
Allows access to delete existing notes in the Engagement Binder on the Workpapers Dashboard. | Yes | |
Allows access to finalize Engagement Binders on the Workpapers Dashboard. | Yes | |
Allows access to unfinalize Engagement Binders on the Workpapers Dashboard. | Yes | |
Allows access to roll Engagement Binders forward on the Workpapers Dashboard. | Yes | |
Allows access to print Engagement Binders from the Workpapers Dashboard. | Yes | |
Displays and allows full access to the Workpapers related items in the Setup menu. | Yes | |
Allows full access to the Engagement Binders screen. | Yes | |
Allows full access to the Main tab of the Engagement Binders screen. | Yes | |
Allows access to only view the Main tab on the Engagement Binders screen. | Yes | |
Allows access to add new items to the Engagement Binders screen. | Yes | |
Allows access to modify existing items on the Engagement Binders screen. | Yes | |
Allows access to remove existing items from the Engagement Binders screen. | Yes | |
Allows access to the Workpapers related items in the Firm Information menu. | Yes | |
Allows full access to the Signoff Types screen. | Yes | |
Allows access to only view the Signoff Types screen. | Yes | |
Allows access to add new items to the Signoff Types screen. | Yes | |
Allows access to modify existing items on the Signoff Types screen. | Yes | |
Allows access to remove existing items from the Signoff Types screen. | Yes |
