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About multi-office security
- Assigning each staff member to an office on the Staff screen
- Assigning each client to an office on the Clients screen
- Assigning each engagement to an office on thetabClientsEngagements
- Creating security groups based on staff roles and workflow
- For a list of areas that multi-office security controls, refer to Areas affected by multi-office security settings.
- When adding or modifying a security group, turning on permissions for certain items may trigger other items to be turned on automatically. For more information on related security permissions, refer to More about security privileges.
- You can add or edit offices for multiple staff, clients, or engagements at a time using Edit multiple Staff or Edit multiple Clients.
- The default office for a new client is the office of the staff member who enters the client in Practice CS, but you can select a different office.
- If your firm doesn’t have multiple offices or doesn’t want to restrict access by office, you don't need to mark any office-related security checkboxes. Adding office-related security to Practice CS doesn't affect any security groups your firm previously set up. You can edit existing security groups to restrict access by office.
This article applies to:
- Product: Practice CS
- Subject: Setup