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Firm administration

Set up security groups

Use security groups to assign security permissions to staff for working in Practice CS. With security groups, you can assign staff various levels of security permissions and protect the application's features.
Select
Setup
, then
Security Groups
.
note
This menu command is available only when the
Enable Firm Security
 checkbox is marked in the
Preferences
 tab of the Firm setup screen.

Add a security group

To create a security group, do the following.
  1. Select
    Add
    .
  2. Enter a name for the group in the
    Description
    .
  3. Mark or clear the checkboxes next to the permissions you want to assign to the security group in the
    Privilege Selection
     pane. Refer to More about security privileges for additional information.
  4. When finished, select
    Enter
    .
The Security Groups selection list shows the names of the security groups that have been set up.
note
If a staff member belongs to multiple security groups and permissions conflict, the application grants the greater permission. For example, if 1 group includes
Add
 permissions for
Access Other Staff
 and another doesn't, the staff member receives
Add
 permissions.

Delete a security group

  1. Select the group you want to delete in the Security Groups list.
  2. Select
    Delete
    .
    1. If the group has no assigned staff members, you'll be prompted to verify the deletion.
    2. If the group has one or more assigned staff members, you won't be able to delete it.
note
You can't change or delete the Administrator security group. The Administrator group has all security permissions. All firms need to assign at least 1 staff member to the Administrator group to ensure that all areas of the application can be accessed.

This article applies to:

  • Product: Practice CS
  • Subject: Setup