ClientFlow security group examples
Refer to the following examples of group names when setting up ClientFlow security groups.
Group permissions defined by | Group name |
|---|---|
Organizational role | CF-Financial Officer |
Organizational role | CF-Controller |
Organizational role | CF-Payroll Manager |
Organizational role | CF-BOD (Board of Directors) |
Access denied for specific documents | CF-No Tax Returns |
Access denied for specific documents | CF-No Financial Statements |
Access denied for specific documents | CF-No Permanent Files |
Access allowed for specific documents | CF-Tax Return |
Access allowed for specific documents | CF-Financial Statement |
Access allowed for specific documents | CF-Correspondence |
Access allowed for specific documents | CF-Uploaded documents |
important
When allowing group access to specific documents, you must also allow that group access to the default document type for documents uploaded through ClientFlow.
